Quantum Financial Advisors’s iShares iBonds Oct 2025 Term TIPS ETF IBIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-153,162	Closed	-$3.93M	–	187
2025 Q1	$3.93M	Buy	153,162 +3,284	+2%	+$83.7K	0.59%	29
2024 Q4	$3.79M	Sell	149,878 -73,605	-33%	-$1.87M	0.58%	30
2024 Q3	$5.68M	Buy	223,483 +15,537	+7%	+$392K	0.89%	21
2024 Q2	$5.34M	Buy	207,946 +15,920	+8%	+$406K	0.94%	20
2024 Q1	$4.9M	Buy	192,026 +176,673	+1,151%	+$4.47M	0.9%	21
2023 Q4	$387K	Buy	+15,353	New	+$386K	0.09%	63

Other funds holding IBIB

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Quantum Financial Advisors's IBIB Position: Q2 2025 in Review

Quantum Financial Advisors sold out of iShares iBonds Oct 2025 Term TIPS ETF (IBIB) in Q2 2025, closing a stake of 153,162 shares — an estimated $3.93M sold.

Quantum Financial Advisors first reported a position in IBIB in Q4 2023 and held it in 6 quarters. The position peaked at $5.68M in Q3 2024. 15 funds tracked by Wall St. Rank hold IBIB as of Q2 2025.

Quantum Financial Advisors reported no remaining iShares iBonds Oct 2025 Term TIPS ETF position as of Q2 2025 after selling out during the quarter.
Quantum Financial Advisors sold 153,162 iShares iBonds Oct 2025 Term TIPS ETF shares in Q2 2025, an estimated $3.93M.
Quantum Financial Advisors first reported a position in iShares iBonds Oct 2025 Term TIPS ETF in Q4 2023 and held it in 6 quarters.
Quantum Financial Advisors's iShares iBonds Oct 2025 Term TIPS ETF position peaked at $5.68M in Q3 2024.
15 funds tracked by Wall St. Rank held iShares iBonds Oct 2025 Term TIPS ETF as of Q2 2025.

Based on Quantum Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.