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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.82M	Buy	121,063 +10,840	+10%	+$253K	0.38%	43
2025 Q1	$2.55M	Buy	+110,223	New	+$2.55M	0.38%	44
2024 Q4	–	Sell	-82,880	Closed	-$1.95M	–	200
2024 Q3	$1.95M	Buy	+82,880	New	+$1.95M	0.31%	46