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

ACA

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Quantum Financial Advisors's IBDX Position: Q2 2026 in Review

Quantum Financial Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 343% in Q2 2026, buying an estimated $2.42M and bringing the position to 123,915 shares worth $3.12M. The position accounts for 0.31% of the portfolio, ranked #47.

Quantum Financial Advisors first reported a position in IBDX in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Quantum Financial Advisors held 123,915 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.12M as of Q2 2026.
Quantum Financial Advisors bought 95,962 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $2.42M.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.31% of Quantum Financial Advisors's portfolio in Q2 2026, its #47 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.