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Quantum Financial Advisors’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Quantum Financial Advisors’s Portfolio IBIE Stock Details IBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.7M Buy
368,799
+35,421
+11% +$933K 0.96% 21
2026
Q1 		$8.75M Buy
333,378
+66,880
+25% +$1.75M 0.98% 23
2025
Q4 		$6.92M Buy
266,498
+11,276
+4% +$295K 0.78% 29
2025
Q3 		$6.75M Buy
255,222
+26,544
+12% +$698K 0.82% 28
2025
Q2 		$6.01M Buy
228,678
+20,353
+10% +$531K 0.81% 26
2025
Q1 		$5.47M Buy
208,325
+28,950
+16% +$746K 0.82% 25
2024
Q4 		$4.56M Buy
179,375
+17,575
+11% +$450K 0.69% 26
2024
Q3 		$4.22M Buy
161,800
+8,571
+6% +$220K 0.66% 25
2024
Q2 		$3.94M Buy
153,229
+6,749
+5% +$171K 0.69% 27
2024
Q1 		$3.75M Buy
146,480
+137,669
+1,562% +$3.5M 0.69% 27
2023
Q4 		$225K Buy
+8,811
New +$221K 0.05% 105

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 11% in Q2 2026, buying an estimated $933K and bringing the position to 368,799 shares worth $9.7M. The position accounts for 0.96% of the portfolio, ranked #21.

Quantum Financial Advisors first reported a position in IBIE in Q4 2023 and has held it in 11 quarters since. 37 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Quantum Financial Advisors held 368,799 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $9.7M as of Q2 2026.
  • Quantum Financial Advisors bought 35,421 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $933K.
  • iShares iBonds Oct 2028 Term TIPS ETF made up 0.96% of Quantum Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q4 2023 and has held it in 11 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

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