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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 16% in Q2 2026, buying an estimated $932K and bringing the position to 271,687 shares worth $6.86M. The position accounts for 0.68% of the portfolio, ranked #31.

Quantum Financial Advisors first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Quantum Financial Advisors held 271,687 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $6.86M as of Q2 2026.
Quantum Financial Advisors bought 36,928 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $932K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.68% of Quantum Financial Advisors's portfolio in Q2 2026, its #31 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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