Quantum Financial Advisors’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
172,915
+5,782
| +3% | +$153K | 0.62% | 30 |
|
|
2025
Q1 | $4.41M | Buy |
167,133
+12,806
| +8% | +$338K | 0.66% | 28 |
|
|
2024
Q4 | $3.9M | Buy |
154,327
+10,058
| +7% | +$254K | 0.59% | 29 |
|
|
2024
Q3 | $3.8M | Buy |
144,269
+13,675
| +10% | +$360K | 0.59% | 30 |
|
|
2024
Q2 | $3.37M | Buy |
130,594
+3,753
| +3% | +$96.7K | 0.59% | 31 |
|
|
2024
Q1 | $3.26M | Buy |
+126,841
| New | +$3.26M | 0.6% | 31 |
|