Quantum Financial Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.74M	Buy	217,650 +5,218	+2%	+$114K	0.47%	37
2026 Q1	$4.65M	Buy	212,432 +51,124	+32%	+$1.13M	0.52%	36
2025 Q4	$3.56M	Buy	161,308 +27,344	+20%	+$605K	0.4%	43
2025 Q3	$2.97M	Buy	133,964 +23,051	+21%	+$507K	0.36%	46
2025 Q2	$2.44M	Buy	110,913 +5,774	+5%	+$125K	0.33%	47
2025 Q1	$2.28M	Buy	105,139 +12,339	+13%	+$265K	0.34%	47
2024 Q4	$1.98M	Buy	92,800 +6,513	+8%	+$141K	0.3%	49
2024 Q3	$1.91M	Buy	86,287 +11,274	+15%	+$246K	0.3%	47
2024 Q2	$1.59M	Buy	75,013 +2,931	+4%	+$61.9K	0.28%	51
2024 Q1	$1.54M	Buy	+72,082	New	+$1.54M	0.28%	51

Other funds holding IBDV

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Twin Cities Retirement Group Plymouth, Minnesota $117M AUM

Breachway Investments Charlestown, Rhode Island $66.4M AUM

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return