Quantum Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.5M	Sell	185,634 -42,476	-19%	-$1.03M	0.44%	38
2026 Q1	$5.53M	Buy	228,110 +14,940	+7%	+$362K	0.62%	35
2025 Q4	$5.17M	Buy	213,170 +7,887	+4%	+$191K	0.58%	33
2025 Q3	$4.99M	Buy	205,283 +30,714	+18%	+$744K	0.61%	32
2025 Q2	$4.23M	Buy	174,569 +22,342	+15%	+$540K	0.57%	32
2025 Q1	$3.69M	Buy	152,227 +28,683	+23%	+$692K	0.55%	32
2024 Q4	$2.97M	Buy	123,544 +5,631	+5%	+$136K	0.45%	39
2024 Q3	$2.87M	Buy	117,913 +11,321	+11%	+$273K	0.45%	38
2024 Q2	$2.54M	Buy	106,592 +10,021	+10%	+$238K	0.45%	42
2024 Q1	$2.3M	Buy	+96,571	New	+$2.3M	0.42%	41

Other funds holding IBDR

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $66.4M AUM