Quantum Financial Advisors’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
186,178
+10,499
| +6% | +$277K | 0.67% | 29 |
|
|
2025
Q1 | $4.64M | Buy |
175,679
+18,754
| +12% | +$495K | 0.69% | 26 |
|
|
2024
Q4 | $3.98M | Buy |
156,925
+11,076
| +8% | +$281K | 0.61% | 28 |
|
|
2024
Q3 | $3.82M | Buy |
145,849
+11,848
| +9% | +$311K | 0.6% | 29 |
|
|
2024
Q2 | $3.45M | Buy |
134,001
+6,038
| +5% | +$156K | 0.61% | 30 |
|
|
2024
Q1 | $3.28M | Buy |
+127,963
| New | +$3.28M | 0.6% | 30 |
|