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Quantum Financial Advisors’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Quantum Financial Advisors’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.59M Buy
365,365
+22,856
+7% +$599K 0.95% 24
2026
Q1 		$8.94M Buy
342,509
+69,472
+25% +$1.8M 1% 22
2025
Q4 		$7.04M Buy
273,037
+11,272
+4% +$293K 0.79% 28
2025
Q3 		$6.88M Buy
261,765
+28,152
+12% +$735K 0.84% 27
2025
Q2 		$6.12M Buy
233,613
+24,277
+12% +$634K 0.83% 25
2025
Q1 		$5.5M Buy
209,336
+21,061
+11% +$544K 0.82% 24
2024
Q4 		$4.8M Buy
188,275
+17,313
+10% +$444K 0.73% 25
2024
Q3 		$4.43M Buy
170,962
+8,203
+5% +$210K 0.69% 24
2024
Q2 		$4.19M Buy
162,759
+9,649
+6% +$246K 0.74% 25
2024
Q1 		$3.91M Buy
153,110
+144,604
+1,700% +$3.68M 0.72% 24
2023
Q4 		$216K Buy
+8,506
New +$214K 0.05% 111

Other funds holding IBID

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 6.7% in Q2 2026, buying an estimated $599K and bringing the position to 365,365 shares worth $9.59M. The position accounts for 0.95% of the portfolio, ranked #24.

Quantum Financial Advisors first reported a position in IBID in Q4 2023 and has held it in 11 quarters since. 4 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

  • Quantum Financial Advisors held 365,365 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $9.59M as of Q2 2026.
  • Quantum Financial Advisors bought 22,856 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $599K.
  • iShares iBonds Oct 2027 Term TIPS ETF made up 0.95% of Quantum Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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