QFA
IBDZ

Quantum Financial Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Quantum Financial Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Buy
13,226
+955
+8% +$24.9K 0.03% 163
2026
Q1 		$320K Sell
12,271
-43,053
-78% -$1.13M 0.04% 153
2025
Q4 		$1.46M Buy
55,324
+450
+0.8% +$11.9K 0.16% 63
2025
Q3 		$1.45M Buy
54,874
+1,472
+3% +$38.5K 0.18% 62
2025
Q2 		$1.4M Buy
53,402
+54
+0.1% +$1.38K 0.19% 62
2025
Q1 		$1.38M Buy
+53,348
New +$1.36M 0.21% 61

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return