Quantum Financial Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
145,276
+20,042
| +16% | +$509K | 0.5% | 36 |
|
|
2025
Q1 | $3.16M | Buy |
125,234
+24,608
| +24% | +$622K | 0.47% | 39 |
|
|
2024
Q4 | $2.51M | Buy |
100,626
+9,265
| +10% | +$231K | 0.38% | 44 |
|
|
2024
Q3 | $2.33M | Buy |
91,361
+7,119
| +8% | +$182K | 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 |
|