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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Quantum Financial Advisors's IBDV Position: Q2 2026 in Review

Quantum Financial Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.5% in Q2 2026, buying an estimated $114K and bringing the position to 217,650 shares worth $4.74M. The position accounts for 0.47% of the portfolio, ranked #37.

Quantum Financial Advisors first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Quantum Financial Advisors held 217,650 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.74M as of Q2 2026.
Quantum Financial Advisors bought 5,218 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $114K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.47% of Quantum Financial Advisors's portfolio in Q2 2026, its #37 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.