QFA
Quantum Financial Advisors’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.81M | Buy |
262,146
+21,905
| +9% | +$569K | 0.92% | 24 |
|
2025
Q1 | $6.24M | Buy |
240,241
+42,819
| +22% | +$1.11M | 0.93% | 22 |
|
2024
Q4 | $5.02M | Buy |
197,422
+10,183
| +5% | +$259K | 0.77% | 24 |
|
2024
Q3 | $4.81M | Buy |
187,239
+14,488
| +8% | +$372K | 0.75% | 23 |
|
2024
Q2 | $4.44M | Buy |
172,751
+10,872
| +7% | +$279K | 0.78% | 23 |
|
2024
Q1 | $4.14M | Buy |
161,879
+153,740
| +1,889% | +$3.93M | 0.76% | 23 |
|
2023
Q4 | $206K | Buy |
+8,139
| New | +$206K | 0.05% | 119 |
|