Quantum Financial Advisors’s iShares iBonds Oct 2024 Term TIPS ETF IBIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-124,276
Closed -$3.18M 198
2024
Q2
$3.18M Sell
124,276
-28,747
-19% -$736K 0.56% 34
2024
Q1
$3.91M Buy
153,023
+137,874
+910% +$3.52M 0.72% 25
2023
Q4
$380K Buy
+15,149
New +$380K 0.09% 64