Quantum Financial Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.15M	Sell	123,149 -37,180	-23%	-$949K	0.31%	45
2026 Q1	$4.09M	Buy	160,329 +32,453	+25%	+$833K	0.46%	38
2025 Q4	$3.27M	Sell	127,876 -1,770	-1%	-$45.2K	0.37%	47
2025 Q3	$3.32M	Buy	129,646 +42,442	+49%	+$1.09M	0.41%	44
2025 Q2	$2.22M	Buy	87,204 +4,244	+5%	+$107K	0.3%	48
2025 Q1	$2.1M	Buy	82,960 +5,107	+7%	+$129K	0.31%	48
2024 Q4	$1.96M	Buy	77,853 +4,281	+6%	+$109K	0.3%	50
2024 Q3	$1.89M	Buy	73,572 +3,906	+6%	+$99K	0.3%	48
2024 Q2	$1.74M	Buy	69,666 +773	+1%	+$19.4K	0.31%	49
2024 Q1	$1.74M	Buy	+68,893	New	+$1.75M	0.32%	49

Other funds holding IBMQ

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

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

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

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

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

Quantum Financial Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 23% in Q2 2026, selling an estimated $949K and leaving 123,149 shares worth $3.15M. The position accounts for 0.31% of the portfolio, ranked #45.

Quantum Financial Advisors first reported a position in IBMQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.09M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Quantum Financial Advisors held 123,149 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.15M as of Q2 2026.
Quantum Financial Advisors sold 37,180 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $949K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.31% of Quantum Financial Advisors's portfolio in Q2 2026, its #45 holding.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Quantum Financial Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $4.09M in Q1 2026.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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