Quantum Financial Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Quantum Financial Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$962K	0.38%	45
2024 Q3	$3.46M	Buy	137,692 +11,051	+9%	+$276K	0.54%	32
2024 Q2	$3.15M	Buy	126,641 +12,337	+11%	+$306K	0.55%	35
2024 Q1	$2.84M	Buy	114,304 +96,702	+549%	+$2.39M	0.52%	37
2023 Q4	$436K	Buy	+17,602	New	+$431K	0.11%	59

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Quantum Financial Advisors's IBDQ Position: Q2 2025 in Review

Quantum Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 104,519 shares — an estimated $2.63M sold.

Quantum Financial Advisors first reported a position in IBDQ in Q4 2023 and held it in 6 quarters. The position peaked at $3.46M in Q3 2024. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Quantum Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Quantum Financial Advisors sold 104,519 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $2.63M.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 6 quarters.
Quantum Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.46M in Q3 2024.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Quantum Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.