QFA
Quantum Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.23M | Buy |
174,569
+22,342
| +15% | +$542K | 0.57% | 32 |
|
2025
Q1 | $3.69M | Buy |
152,227
+28,683
| +23% | +$694K | 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% | +$275K | 0.45% | 38 |
|
2024
Q2 | $2.54M | Buy |
106,592
+10,021
| +10% | +$239K | 0.45% | 42 |
|
2024
Q1 | $2.3M | Buy |
+96,571
| New | +$2.3M | 0.42% | 41 |
|