QFA
IBIK

Quantum Financial Advisors’s iShares iBonds Oct 2034 Term TIPS ETF IBIK Stock Holding History

Quantum Financial Advisors’s Portfolio IBIK Stock Details IBIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322K Buy
12,431
+851
+7% +$22K 0.03% 167
2026
Q1 		$298K Sell
11,580
-98,054
-89% -$2.53M 0.03% 163
2025
Q4 		$2.81M Buy
109,634
+483
+0.4% +$12.5K 0.32% 51
2025
Q3 		$2.86M Buy
109,151
+935
+0.9% +$24.2K 0.35% 47
2025
Q2 		$2.79M Buy
108,216
+38
+0% +$964 0.38% 44
2025
Q1 		$2.8M Buy
108,178
+97,205
+886% +$2.45M 0.42% 40
2024
Q4 		$270K Buy
+10,973
New +$278K 0.04% 140

Other funds holding IBIK

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Oct 2034 Term TIPS ETF (IBIK) stake by 7.3% in Q2 2026, buying an estimated $22K and bringing the position to 12,431 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #167.

Quantum Financial Advisors first reported a position in IBIK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q3 2025. 8 funds tracked by Wall St. Rank hold IBIK as of Q2 2026.

  • Quantum Financial Advisors held 12,431 shares of iShares iBonds Oct 2034 Term TIPS ETF worth $322K as of Q2 2026.
  • Quantum Financial Advisors bought 851 iShares iBonds Oct 2034 Term TIPS ETF shares in Q2 2026, an estimated $22K.
  • iShares iBonds Oct 2034 Term TIPS ETF made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #167 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Oct 2034 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • Quantum Financial Advisors's iShares iBonds Oct 2034 Term TIPS ETF position peaked at $2.86M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held iShares iBonds Oct 2034 Term TIPS ETF as of Q2 2026.

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