Quantum Financial Advisors’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$645K	Buy	24,736 +8,472	+52%	+$222K	0.06%	105
2026 Q1	$423K	Sell	16,264 -115,497	-88%	-$3.01M	0.05%	122
2025 Q4	$3.41M	Buy	131,761 +2,866	+2%	+$75K	0.38%	46
2025 Q3	$3.4M	Buy	128,895 +2,017	+2%	+$52.6K	0.41%	43
2025 Q2	$3.32M	Buy	126,878 +3,579	+3%	+$91.9K	0.45%	42
2025 Q1	$3.22M	Hold	123,299	–	–	0.48%	37
2024 Q4	$3.07M	Buy	123,299 +1,959	+2%	+$50K	0.47%	38
2024 Q3	$3.2M	Buy	121,340 +6,835	+6%	+$177K	0.5%	36
2024 Q2	$2.94M	Buy	114,505 +2,175	+2%	+$55.1K	0.52%	39
2024 Q1	$2.89M	Buy	+112,330	New	+$2.87M	0.53%	36

Other funds holding IBIJ

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

ATI

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BCPWM

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

4FG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

ADL

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

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

Quantum Financial Advisors increased its iShares iBonds Oct 2033 Term TIPS ETF (IBIJ) stake by 52% in Q2 2026, buying an estimated $222K and bringing the position to 24,736 shares worth $645K. The position accounts for 0.06% of the portfolio, ranked #105.

Quantum Financial Advisors first reported a position in IBIJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.41M in Q4 2025. 13 funds tracked by Wall St. Rank hold IBIJ as of Q2 2026.

Quantum Financial Advisors held 24,736 shares of iShares iBonds Oct 2033 Term TIPS ETF worth $645K as of Q2 2026.
Quantum Financial Advisors bought 8,472 iShares iBonds Oct 2033 Term TIPS ETF shares in Q2 2026, an estimated $222K.
iShares iBonds Oct 2033 Term TIPS ETF made up 0.06% of Quantum Financial Advisors's portfolio in Q2 2026, its #105 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Oct 2033 Term TIPS ETF in Q1 2024 and has held it in 10 quarters since.
Quantum Financial Advisors's iShares iBonds Oct 2033 Term TIPS ETF position peaked at $3.41M in Q4 2025.
13 funds tracked by Wall St. Rank held iShares iBonds Oct 2033 Term TIPS ETF as of Q2 2026.

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