Quantum Financial Advisors
IBIF icon

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
Q3 		$9.6M Buy
378,202
+34,434
+10% +$884K 0.93% 24
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Quantum Financial Advisors's IBIF Position: Q3 2026 in Review

Quantum Financial Advisors increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 10% in Q3 2026, buying an estimated $884K and bringing the position to 378,202 shares worth $9.6M. The position accounts for 0.93% of the portfolio, ranked #24.

Quantum Financial Advisors first reported a position in IBIF in Q1 2024 and has held it in 11 quarters since. 31 funds tracked by Wall St. Rank hold IBIF as of Q3 2026.

  • Quantum Financial Advisors held 378,202 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $9.6M as of Q3 2026.
  • Quantum Financial Advisors bought 34,434 iShares iBonds Oct 2029 Term TIPS ETF shares in Q3 2026, an estimated $884K.
  • iShares iBonds Oct 2029 Term TIPS ETF made up 0.93% of Quantum Financial Advisors's portfolio in Q3 2026, its #24 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2024 and has held it in 11 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.