Quantum Financial Advisors’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Quantum Financial Advisors’s Portfolio IBIF Stock Details IBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.04M	Buy	343,768 +25,382	+8%	+$669K	0.89%	25
2026 Q1	$8.36M	Buy	318,386 +75,448	+31%	+$1.98M	0.94%	26
2025 Q4	$6.32M	Buy	242,938 +15,028	+7%	+$395K	0.71%	30
2025 Q3	$6.05M	Buy	227,910 +41,732	+22%	+$1.1M	0.74%	29
2025 Q2	$4.92M	Buy	186,178 +10,499	+6%	+$274K	0.67%	29
2025 Q1	$4.64M	Buy	175,679 +18,754	+12%	+$484K	0.69%	26
2024 Q4	$3.98M	Buy	156,925 +11,076	+8%	+$284K	0.61%	28
2024 Q3	$3.82M	Buy	145,849 +11,848	+9%	+$306K	0.6%	29
2024 Q2	$3.45M	Buy	134,001 +6,038	+5%	+$154K	0.61%	30
2024 Q1	$3.28M	Buy	+127,963	New	+$3.26M	0.6%	30

Other funds holding IBIF

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 8% in Q2 2026, buying an estimated $669K and bringing the position to 343,768 shares worth $9.04M. The position accounts for 0.89% of the portfolio, ranked #25.

Quantum Financial Advisors first reported a position in IBIF in Q1 2024 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

Quantum Financial Advisors held 343,768 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $9.04M as of Q2 2026.
Quantum Financial Advisors bought 25,382 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $669K.
iShares iBonds Oct 2029 Term TIPS ETF made up 0.89% of Quantum Financial Advisors's portfolio in Q2 2026, its #25 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2024 and has held it in 10 quarters since.
10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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