QFA
Quantum Financial Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
110,913
+5,774
| +5% | +$127K | 0.33% | 47 |
|
|
2025
Q1 | $2.28M | Buy |
105,139
+12,339
| +13% | +$268K | 0.34% | 47 |
|
|
2024
Q4 | $1.98M | Buy |
92,800
+6,513
| +8% | +$139K | 0.3% | 49 |
|
|
2024
Q3 | $1.91M | Buy |
86,287
+11,274
| +15% | +$250K | 0.3% | 47 |
|
|
2024
Q2 | $1.59M | Buy |
75,013
+2,931
| +4% | +$62.3K | 0.28% | 51 |
|
|
2024
Q1 | $1.54M | Buy |
+72,082
| New | +$1.54M | 0.28% | 51 |
|