QFA
IBCA

Quantum Financial Advisors’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Quantum Financial Advisors’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Buy
10,604
+1,420
+15% +$36.3K 0.03% 194
2026
Q1 		$235K Buy
+9,184
New +$238K 0.03% 204

Other funds holding IBCA

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Advisors's IBCA Position: Q2 2026 in Review

Quantum Financial Advisors increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 15% in Q2 2026, buying an estimated $36.3K and bringing the position to 10,604 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #194.

Quantum Financial Advisors first reported a position in IBCA in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Quantum Financial Advisors held 10,604 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $272K as of Q2 2026.
  • Quantum Financial Advisors bought 1,420 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $36.3K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.