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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Quantum Financial Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 22% in Q2 2026, selling an estimated $753K and leaving 103,716 shares worth $2.66M. The position accounts for 0.26% of the portfolio, ranked #54.

Quantum Financial Advisors first reported a position in IBMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.35M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Quantum Financial Advisors held 103,716 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.66M as of Q2 2026.
Quantum Financial Advisors sold 29,394 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $753K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.26% of Quantum Financial Advisors's portfolio in Q2 2026, its #54 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Quantum Financial Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $5.35M in Q4 2025.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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