Quantum Financial Advisors’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.16M	Buy	234,139 +8,483	+4%	+$223K	0.61%	34
2026 Q1	$5.92M	Buy	225,656 +50,310	+29%	+$1.32M	0.66%	33
2025 Q4	$4.56M	Buy	175,346 +5,836	+3%	+$154K	0.51%	37
2025 Q3	$4.51M	Buy	169,510 +17,467	+11%	+$461K	0.55%	34
2025 Q2	$4.01M	Buy	152,043 +3,894	+3%	+$101K	0.54%	33
2025 Q1	$3.9M	Buy	148,149 +7,645	+5%	+$196K	0.58%	30
2024 Q4	$3.53M	Buy	140,504 +2,495	+2%	+$63.9K	0.54%	32
2024 Q3	$3.64M	Buy	138,009 +7,797	+6%	+$202K	0.57%	31
2024 Q2	$3.35M	Buy	130,212 +3,803	+3%	+$96.6K	0.59%	32
2024 Q1	$3.25M	Buy	+126,409	New	+$3.23M	0.6%	32

Other funds holding IBIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Oct 2031 Term TIPS ETF (IBIH) stake by 3.8% in Q2 2026, buying an estimated $223K and bringing the position to 234,139 shares worth $6.16M. The position accounts for 0.61% of the portfolio, ranked #34.

Quantum Financial Advisors first reported a position in IBIH in Q1 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold IBIH as of Q2 2026.

Quantum Financial Advisors held 234,139 shares of iShares iBonds Oct 2031 Term TIPS ETF worth $6.16M as of Q2 2026.
Quantum Financial Advisors bought 8,483 iShares iBonds Oct 2031 Term TIPS ETF shares in Q2 2026, an estimated $223K.
iShares iBonds Oct 2031 Term TIPS ETF made up 0.61% of Quantum Financial Advisors's portfolio in Q2 2026, its #34 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Oct 2031 Term TIPS ETF in Q1 2024 and has held it in 10 quarters since.
18 funds tracked by Wall St. Rank held iShares iBonds Oct 2031 Term TIPS ETF as of Q2 2026.

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