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

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

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

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

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

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

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

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return