QFA
Quantum Financial Advisors’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
233,613
+24,277
| +12% | +$636K | 0.83% | 25 |
|
|
2025
Q1 | $5.5M | Buy |
209,336
+21,061
| +11% | +$554K | 0.82% | 24 |
|
|
2024
Q4 | $4.8M | Buy |
188,275
+17,313
| +10% | +$442K | 0.73% | 25 |
|
|
2024
Q3 | $4.43M | Buy |
170,962
+8,203
| +5% | +$213K | 0.69% | 24 |
|
|
2024
Q2 | $4.19M | Buy |
162,759
+9,649
| +6% | +$248K | 0.74% | 25 |
|
|
2024
Q1 | $3.91M | Buy |
153,110
+144,604
| +1,700% | +$3.7M | 0.72% | 24 |
|
|
2023
Q4 | $216K | Buy |
+8,506
| New | +$216K | 0.05% | 111 |
|