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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Buy	63,626 +2,963	+5%	+$76.8K	0.22%	59
2025 Q1	$1.55M	Buy	+60,663	New	+$1.55M	0.23%	57
2024 Q4	–	Sell	-59,158	Closed	-$1.56M	–	201
2024 Q3	$1.56M	Buy	+59,158	New	+$1.56M	0.24%	53