Quantum Financial Advisors’s iShares iBonds Oct 2031 Term TIPS ETF IBIH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
152,043
+3,894
| +3% | +$103K | 0.54% | 33 |
|
|
2025
Q1 | $3.9M | Buy |
148,149
+7,645
| +5% | +$201K | 0.58% | 30 |
|
|
2024
Q4 | $3.53M | Buy |
140,504
+2,495
| +2% | +$62.7K | 0.54% | 32 |
|
|
2024
Q3 | $3.64M | Buy |
138,009
+7,797
| +6% | +$206K | 0.57% | 31 |
|
|
2024
Q2 | $3.35M | Buy |
130,212
+3,803
| +3% | +$97.9K | 0.59% | 32 |
|
|
2024
Q1 | $3.25M | Buy |
+126,409
| New | +$3.25M | 0.6% | 32 |
|