Quantum Financial Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.86M	Buy	271,687 +36,928	+16%	+$932K	0.68%	31
2026 Q1	$5.95M	Buy	234,759 +49,921	+27%	+$1.27M	0.67%	32
2025 Q4	$4.71M	Buy	184,838 +11,830	+7%	+$301K	0.53%	36
2025 Q3	$4.42M	Buy	173,008 +27,732	+19%	+$705K	0.54%	37
2025 Q2	$3.69M	Buy	145,276 +20,042	+16%	+$505K	0.5%	36
2025 Q1	$3.16M	Buy	125,234 +24,608	+24%	+$617K	0.47%	39
2024 Q4	$2.51M	Buy	100,626 +9,265	+10%	+$233K	0.38%	44
2024 Q3	$2.33M	Buy	91,361 +7,119	+8%	+$180K	0.37%	42
2024 Q2	$2.09M	Buy	84,242 +5,625	+7%	+$139K	0.37%	44
2024 Q1	$1.96M	Buy	+78,617	New	+$1.96M	0.36%	45

Other funds holding IBDT

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

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

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

Twin Cities Retirement Group Plymouth, Minnesota $117M AUM

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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