Quantum Financial Advisors’s iShares iBonds Oct 2032 Term TIPS ETF IBII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.37M | Buy |
129,203
+3,558
| +3% | +$92.8K | 0.46% | 40 |
|
2025
Q1 | $3.27M | Hold |
125,645
| – | – | 0.49% | 36 |
|
2024
Q4 | $3.12M | Buy |
125,645
+1,935
| +2% | +$48K | 0.48% | 37 |
|
2024
Q3 | $3.24M | Buy |
123,710
+7,473
| +6% | +$196K | 0.51% | 34 |
|
2024
Q2 | $2.98M | Buy |
116,237
+2,575
| +2% | +$66K | 0.52% | 37 |
|
2024
Q1 | $2.91M | Buy |
+113,662
| New | +$2.91M | 0.54% | 35 |
|