Quantum Financial Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Quantum Financial Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12M	Buy	123,915 +95,962	+343%	+$2.42M	0.31%	47
2026 Q1	$706K	Sell	27,953 -53,557	-66%	-$1.37M	0.08%	89
2025 Q4	$2.08M	Buy	81,510 +12,508	+18%	+$320K	0.23%	54
2025 Q3	$1.77M	Buy	69,002 +2,356	+4%	+$59.8K	0.22%	57
2025 Q2	$1.69M	Buy	66,646 +3,093	+5%	+$76.7K	0.23%	58
2025 Q1	$1.59M	Buy	63,553 +521	+0.8%	+$12.9K	0.24%	56
2024 Q4	$1.55M	Buy	63,032 +1,123	+2%	+$28.1K	0.24%	54
2024 Q3	$1.59M	Buy	61,909 +6,175	+11%	+$156K	0.25%	52
2024 Q2	$1.37M	Buy	55,734 +2,008	+4%	+$49K	0.24%	55
2024 Q1	$1.33M	Buy	+53,726	New	+$1.33M	0.25%	54

Other funds holding IBDX

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $66.4M AUM

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return