QFA
Quantum Financial Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.69M | Buy |
66,646
+3,093
| +5% | +$78.2K | 0.23% | 58 |
|
2025
Q1 | $1.59M | Buy |
63,553
+521
| +0.8% | +$13K | 0.24% | 56 |
|
2024
Q4 | $1.55M | Buy |
63,032
+1,123
| +2% | +$27.6K | 0.24% | 54 |
|
2024
Q3 | $1.59M | Buy |
61,909
+6,175
| +11% | +$159K | 0.25% | 52 |
|
2024
Q2 | $1.37M | Buy |
55,734
+2,008
| +4% | +$49.3K | 0.24% | 55 |
|
2024
Q1 | $1.33M | Buy |
+53,726
| New | +$1.33M | 0.25% | 54 |
|