QFA
Quantum Financial Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
142,423
+4,570
| +3% | +$116K | 0.49% | 37 |
|
|
2025
Q1 | $3.48M | Buy |
137,853
+6,481
| +5% | +$164K | 0.52% | 35 |
|
|
2024
Q4 | $3.3M | Buy |
131,372
+4,726
| +4% | +$119K | 0.5% | 35 |
|
|
2024
Q3 | $3.22M | Buy |
126,646
+3,507
| +3% | +$89.3K | 0.5% | 35 |
|
|
2024
Q2 | $3.08M | Buy |
123,139
+1,090
| +0.9% | +$27.3K | 0.54% | 36 |
|
|
2024
Q1 | $3.07M | Buy |
+122,049
| New | +$3.07M | 0.57% | 34 |
|