Quantum Financial Advisors’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
228,678
+20,353
| +10% | +$535K | 0.81% | 26 |
|
|
2025
Q1 | $5.47M | Buy |
208,325
+28,950
| +16% | +$760K | 0.82% | 25 |
|
|
2024
Q4 | $4.56M | Buy |
179,375
+17,575
| +11% | +$447K | 0.69% | 26 |
|
|
2024
Q3 | $4.22M | Buy |
161,800
+8,571
| +6% | +$223K | 0.66% | 25 |
|
|
2024
Q2 | $3.94M | Buy |
153,229
+6,749
| +5% | +$173K | 0.69% | 27 |
|
|
2024
Q1 | $3.75M | Buy |
146,480
+137,669
| +1,562% | +$3.52M | 0.69% | 27 |
|
|
2023
Q4 | $225K | Buy |
+8,811
| New | +$225K | 0.05% | 105 |
|