QFA
Quantum Financial Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
87,204
+4,244
| +5% | +$108K | 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% | +$108K | 0.3% | 50 |
|
|
2024
Q3 | $1.89M | Buy |
73,572
+3,906
| +6% | +$100K | 0.3% | 48 |
|
|
2024
Q2 | $1.74M | Buy |
69,666
+773
| +1% | +$19.3K | 0.31% | 49 |
|
|
2024
Q1 | $1.74M | Buy |
+68,893
| New | +$1.74M | 0.32% | 49 |
|