Quantum Financial Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66M	Sell	103,716 -29,394	-22%	-$753K	0.26%	54
2026 Q1	$3.41M	Sell	133,110 -75,754	-36%	-$1.94M	0.38%	44
2025 Q4	$5.35M	Buy	208,864 +10,003	+5%	+$256K	0.6%	32
2025 Q3	$5.1M	Buy	198,861 +42,381	+27%	+$1.09M	0.62%	31
2025 Q2	$4.01M	Buy	156,480 +4,242	+3%	+$108K	0.54%	34
2025 Q1	$3.89M	Buy	152,238 +20,132	+15%	+$514K	0.58%	31
2024 Q4	$3.36M	Buy	132,106 +1,372	+1%	+$35K	0.51%	34
2024 Q3	$3.35M	Buy	130,734 +3,259	+3%	+$83.2K	0.52%	33
2024 Q2	$3.23M	Buy	127,475 +1,037	+0.8%	+$26.2K	0.57%	33
2024 Q1	$3.21M	Buy	+126,438	New	+$3.21M	0.59%	33

Other funds holding IBMO

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return