Quantum Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-167,228	Closed	-$3.92M	–	230
2025 Q3	$3.92M	Buy	167,228 +46,165	+38%	+$1.08M	0.48%	38
2025 Q2	$2.82M	Buy	121,063 +10,840	+10%	+$250K	0.38%	43
2025 Q1	$2.55M	Buy	+110,223	New	+$2.53M	0.38%	44
2024 Q4	–	Sell	-82,880	Closed	-$1.95M	–	200
2024 Q3	$1.95M	Buy	+82,880	New	+$1.92M	0.31%	46

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quantum Financial Advisors's IBDU Position: Q4 2025 in Review

Quantum Financial Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025, closing a stake of 167,228 shares — an estimated $3.92M sold.

Quantum Financial Advisors first reported a position in IBDU in Q3 2024 and held it in 4 quarters. The position peaked at $3.92M in Q3 2025. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

Quantum Financial Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Quantum Financial Advisors sold 167,228 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $3.92M.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and held it in 4 quarters.
Quantum Financial Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $3.92M in Q3 2025.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on Quantum Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.