Quantum Financial Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-64,572	Closed	-$1.69M	–	231
2025 Q3	$1.69M	Buy	64,572 +946	+1%	+$24.6K	0.21%	59
2025 Q2	$1.65M	Buy	63,626 +2,963	+5%	+$75.1K	0.22%	59
2025 Q1	$1.55M	Buy	+60,663	New	+$1.53M	0.23%	57
2024 Q4	–	Sell	-59,158	Closed	-$1.56M	–	201
2024 Q3	$1.56M	Buy	+59,158	New	+$1.53M	0.24%	53

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Quantum Financial Advisors's IBDY Position: Q4 2025 in Review

Quantum Financial Advisors sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q4 2025, closing a stake of 64,572 shares — an estimated $1.69M sold.

Quantum Financial Advisors first reported a position in IBDY in Q3 2024 and held it in 4 quarters. The position peaked at $1.69M in Q3 2025. 142 funds tracked by Wall St. Rank hold IBDY as of Q4 2025.

Quantum Financial Advisors reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Quantum Financial Advisors sold 64,572 iShares iBonds Dec 2033 Term Corporate ETF shares in Q4 2025, an estimated $1.69M.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and held it in 4 quarters.
Quantum Financial Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.69M in Q3 2025.
142 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q4 2025.

Based on Quantum Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.