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
2025 Q3	$2.33M	Buy
2025 Q2	$2.04M	Buy
2025 Q1	$1.93M	Buy
2024 Q4	$1.76M	Buy
2024 Q3	$1.8M	Buy
2024 Q2	$1.55M	Buy
2024 Q1	$1.5M	Buy