Quantum Financial Advisors’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.39M Buy
281,307
+2,818
+1% +$74.3K 0.73% 29
2026
Q1
$7.31M Buy
278,489
+61,778
+29% +$1.62M 0.82% 29
2025
Q4
$5.65M Buy
216,711
+24,027
+12% +$634K 0.63% 31
2025
Q3
$5.14M Buy
192,684
+19,769
+11% +$524K 0.63% 30
2025
Q2
$4.58M Buy
172,915
+5,782
+3% +$151K 0.62% 30
2025
Q1
$4.41M Buy
167,133
+12,806
+8% +$330K 0.66% 28
2024
Q4
$3.9M Buy
154,327
+10,058
+7% +$258K 0.59% 29
2024
Q3
$3.8M Buy
144,269
+13,675
+10% +$354K 0.59% 30
2024
Q2
$3.37M Buy
130,594
+3,753
+3% +$95.5K 0.59% 31
2024
Q1
$3.26M Buy
+126,841
New +$3.24M 0.6% 31

Other funds holding IBIG

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

Quantum Financial Advisors increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 1% in Q2 2026, buying an estimated $74.3K and bringing the position to 281,307 shares worth $7.39M. The position accounts for 0.73% of the portfolio, ranked #29.

Quantum Financial Advisors first reported a position in IBIG in Q1 2024 and has held it in 10 quarters since. 2 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • Quantum Financial Advisors held 281,307 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $7.39M as of Q2 2026.
  • Quantum Financial Advisors bought 2,818 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $74.3K.
  • iShares iBonds Oct 2030 Term TIPS ETF made up 0.73% of Quantum Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q1 2024 and has held it in 10 quarters since.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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