QFA
Quantum Financial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
157,723
+25,287
| +19% | +$614K | 0.52% | 35 |
|
|
2025
Q1 | $3.2M | Buy |
132,436
+16,961
| +15% | +$410K | 0.48% | 38 |
|
|
2024
Q4 | $2.77M | Buy |
115,475
+9,494
| +9% | +$227K | 0.42% | 40 |
|
|
2024
Q3 | $2.58M | Buy |
105,981
+6,470
| +7% | +$158K | 0.4% | 40 |
|
|
2024
Q2 | $2.36M | Buy |
99,511
+8,810
| +10% | +$209K | 0.41% | 43 |
|
|
2024
Q1 | $2.16M | Buy |
+90,701
| New | +$2.16M | 0.4% | 43 |
|