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

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

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

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

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

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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 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. 291 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.
291 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.