QFA
IBIL

Quantum Financial Advisors’s iShares iBonds Oct 2035 Term TIPS ETF IBIL Stock Holding History

Quantum Financial Advisors’s Portfolio IBIL Stock Details IBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Buy
10,258
+1,332
+15% +$34.2K 0.03% 199
2026
Q1 		$227K Buy
+8,926
New +$228K 0.03% 209

Other funds holding IBIL

ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

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

Quantum Financial Advisors increased its iShares iBonds Oct 2035 Term TIPS ETF (IBIL) stake by 15% in Q2 2026, buying an estimated $34.2K and bringing the position to 10,258 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #199.

Quantum Financial Advisors first reported a position in IBIL in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold IBIL as of Q2 2026.

  • Quantum Financial Advisors held 10,258 shares of iShares iBonds Oct 2035 Term TIPS ETF worth $263K as of Q2 2026.
  • Quantum Financial Advisors bought 1,332 iShares iBonds Oct 2035 Term TIPS ETF shares in Q2 2026, an estimated $34.2K.
  • iShares iBonds Oct 2035 Term TIPS ETF made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #199 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Oct 2035 Term TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Oct 2035 Term TIPS ETF as of Q2 2026.

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