QFA
Quantum Financial Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-104,519
| Closed | -$2.63M | – | 186 |
|
|
2025
Q1 | $2.63M | Buy |
104,519
+5,210
| +5% | +$131K | 0.39% | 43 |
|
|
2024
Q4 | $2.49M | Sell |
99,309
-38,383
| -28% | -$961K | 0.38% | 45 |
|
|
2024
Q3 | $3.46M | Buy |
137,692
+11,051
| +9% | +$277K | 0.54% | 32 |
|
|
2024
Q2 | $3.15M | Buy |
126,641
+12,337
| +11% | +$307K | 0.55% | 35 |
|
|
2024
Q1 | $2.84M | Buy |
114,304
+96,702
| +549% | +$2.4M | 0.52% | 37 |
|
|
2023
Q4 | $436K | Buy |
+17,602
| New | +$436K | 0.11% | 59 |
|