QFA
Quantum Financial Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
96,774
+3,998
| +4% | +$84.1K | 0.28% | 50 |
|
|
2025
Q1 | $1.93M | Buy |
92,776
+6,508
| +8% | +$135K | 0.29% | 51 |
|
|
2024
Q4 | $1.76M | Buy |
86,268
+1,610
| +2% | +$32.8K | 0.27% | 52 |
|
|
2024
Q3 | $1.8M | Buy |
84,658
+8,400
| +11% | +$178K | 0.28% | 49 |
|
|
2024
Q2 | $1.55M | Buy |
76,258
+3,044
| +4% | +$61.8K | 0.27% | 52 |
|
|
2024
Q1 | $1.5M | Buy |
+73,214
| New | +$1.5M | 0.28% | 52 |
|