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Quantum Financial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Quantum Financial Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.58M Buy
271,735
+21,427
+9% +$518K 0.65% 32
2026
Q1 		$6.07M Buy
250,308
+53,614
+27% +$1.3M 0.68% 30
2025
Q4 		$4.78M Buy
196,694
+11,775
+6% +$286K 0.54% 34
2025
Q3 		$4.5M Buy
184,919
+27,196
+17% +$660K 0.55% 35
2025
Q2 		$3.83M Buy
157,723
+25,287
+19% +$610K 0.52% 35
2025
Q1 		$3.2M Buy
132,436
+16,961
+15% +$408K 0.48% 38
2024
Q4 		$2.77M Buy
115,475
+9,494
+9% +$229K 0.42% 40
2024
Q3 		$2.58M Buy
105,981
+6,470
+7% +$156K 0.4% 40
2024
Q2 		$2.36M Buy
99,511
+8,810
+10% +$208K 0.41% 43
2024
Q1 		$2.16M Buy
+90,701
New +$2.16M 0.4% 43

Other funds holding IBDS

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Quantum Financial Advisors's IBDS Position: Q2 2026 in Review

Quantum Financial Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 8.6% in Q2 2026, buying an estimated $518K and bringing the position to 271,735 shares worth $6.58M. The position accounts for 0.65% of the portfolio, ranked #32.

Quantum Financial Advisors first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. 76 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Quantum Financial Advisors held 271,735 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.58M as of Q2 2026.
  • Quantum Financial Advisors bought 21,427 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $518K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.65% of Quantum Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.