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