Quantum Financial Advisors’s iShares iBonds Oct 2032 Term TIPS ETF IBII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.56M	Buy	214,029 +183,646	+604%	+$4.78M	0.55%	35
2026 Q1	$787K	Sell	30,383 -113,614	-79%	-$2.95M	0.09%	78
2025 Q4	$3.7M	Buy	143,997 +11,544	+9%	+$301K	0.42%	41
2025 Q3	$3.48M	Buy	132,453 +3,250	+3%	+$84.7K	0.42%	42
2025 Q2	$3.37M	Buy	129,203 +3,558	+3%	+$91.3K	0.46%	40
2025 Q1	$3.27M	Hold	125,645	–	–	0.49%	36
2024 Q4	$3.12M	Buy	125,645 +1,935	+2%	+$49.1K	0.48%	37
2024 Q3	$3.24M	Buy	123,710 +7,473	+6%	+$192K	0.51%	34
2024 Q2	$2.98M	Buy	116,237 +2,575	+2%	+$65.1K	0.52%	37
2024 Q1	$2.91M	Buy	+113,662	New	+$2.9M	0.54%	35

Other funds holding IBII

CTC

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

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

YWM

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

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Oct 2032 Term TIPS ETF (IBII) stake by 604% in Q2 2026, buying an estimated $4.78M and bringing the position to 214,029 shares worth $5.56M. The position accounts for 0.55% of the portfolio, ranked #35.

Quantum Financial Advisors first reported a position in IBII in Q1 2024 and has held it in 10 quarters since. 6 funds tracked by Wall St. Rank hold IBII as of Q2 2026.

Quantum Financial Advisors held 214,029 shares of iShares iBonds Oct 2032 Term TIPS ETF worth $5.56M as of Q2 2026.
Quantum Financial Advisors bought 183,646 iShares iBonds Oct 2032 Term TIPS ETF shares in Q2 2026, an estimated $4.78M.
iShares iBonds Oct 2032 Term TIPS ETF made up 0.55% of Quantum Financial Advisors's portfolio in Q2 2026, its #35 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Oct 2032 Term TIPS ETF in Q1 2024 and has held it in 10 quarters since.
6 funds tracked by Wall St. Rank held iShares iBonds Oct 2032 Term TIPS ETF as of Q2 2026.

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