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Quantum Financial Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Quantum Financial Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.48M Buy
167,044
+9,172
+6% +$191K 0.34% 43
2026
Q1 		$3.3M Buy
157,872
+42,320
+37% +$894K 0.37% 46
2025
Q4 		$2.44M Buy
115,552
+5,914
+5% +$125K 0.27% 53
2025
Q3 		$2.33M Buy
109,638
+12,864
+13% +$271K 0.28% 54
2025
Q2 		$2.04M Buy
96,774
+3,998
+4% +$82.6K 0.28% 50
2025
Q1 		$1.93M Buy
92,776
+6,508
+8% +$134K 0.29% 51
2024
Q4 		$1.76M Buy
86,268
+1,610
+2% +$33.3K 0.27% 52
2024
Q3 		$1.8M Buy
84,658
+8,400
+11% +$175K 0.28% 49
2024
Q2 		$1.55M Buy
76,258
+3,044
+4% +$61.4K 0.27% 52
2024
Q1 		$1.5M Buy
+73,214
New +$1.5M 0.28% 52

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 5.8% in Q2 2026, buying an estimated $191K and bringing the position to 167,044 shares worth $3.48M. The position accounts for 0.34% of the portfolio, ranked #43.

Quantum Financial Advisors first reported a position in IBDW in Q1 2024 and has held it in 10 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Quantum Financial Advisors held 167,044 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $3.48M as of Q2 2026.
  • Quantum Financial Advisors bought 9,172 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $191K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.34% of Quantum Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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