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Quantum Financial Advisors’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Quantum Financial Advisors’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.9M Sell
264,637
-65,480
-20% -$1.7M 0.68% 30
2026
Q1 		$8.56M Buy
330,117
+17,232
+6% +$443K 0.96% 24
2025
Q4 		$8M Buy
312,885
+16,568
+6% +$426K 0.9% 23
2025
Q3 		$7.68M Buy
296,317
+34,171
+13% +$882K 0.94% 22
2025
Q2 		$6.81M Buy
262,146
+21,905
+9% +$567K 0.92% 24
2025
Q1 		$6.24M Buy
240,241
+42,819
+22% +$1.1M 0.93% 22
2024
Q4 		$5.02M Buy
197,422
+10,183
+5% +$260K 0.77% 24
2024
Q3 		$4.81M Buy
187,239
+14,488
+8% +$368K 0.75% 23
2024
Q2 		$4.44M Buy
172,751
+10,872
+7% +$277K 0.78% 23
2024
Q1 		$4.14M Buy
161,879
+153,740
+1,889% +$3.91M 0.76% 23
2023
Q4 		$206K Buy
+8,139
New +$205K 0.05% 119

Other funds holding IBIC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Quantum Financial Advisors's IBIC Position: Q2 2026 in Review

Quantum Financial Advisors reduced its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 20% in Q2 2026, selling an estimated $1.7M and leaving 264,637 shares worth $6.9M. The position accounts for 0.68% of the portfolio, ranked #30.

Quantum Financial Advisors first reported a position in IBIC in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.56M in Q1 2026. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Quantum Financial Advisors held 264,637 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $6.9M as of Q2 2026.
  • Quantum Financial Advisors sold 65,480 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $1.7M.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.68% of Quantum Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • Quantum Financial Advisors's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $8.56M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.