Quantum Financial Advisors’s iShares iBonds Oct 2033 Term TIPS ETF IBIJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
126,878
+3,579
| +3% | +$93.6K | 0.45% | 42 |
|
|
2025
Q1 | $3.22M | Hold |
123,299
| – | – | 0.48% | 37 |
|
|
2024
Q4 | $3.07M | Buy |
123,299
+1,959
| +2% | +$48.8K | 0.47% | 38 |
|
|
2024
Q3 | $3.2M | Buy |
121,340
+6,835
| +6% | +$180K | 0.5% | 36 |
|
|
2024
Q2 | $2.94M | Buy |
114,505
+2,175
| +2% | +$55.8K | 0.52% | 39 |
|
|
2024
Q1 | $2.89M | Buy |
+112,330
| New | +$2.89M | 0.53% | 36 |
|