Quantum Financial Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-120,758	Closed	-$3.08M	–	232
2025 Q3	$3.08M	Buy	120,758 +43,122	+56%	+$1.1M	0.38%	45
2025 Q2	$1.96M	Buy	77,636 +3,431	+5%	+$85.6K	0.27%	53
2025 Q1	$1.86M	Buy	+74,205	New	+$1.86M	0.28%	53
2024 Q4	–	Sell	-66,863	Closed	-$1.7M	–	202
2024 Q3	$1.7M	Buy	+66,863	New	+$1.69M	0.27%	51

Other funds holding IBMR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM

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

CIA

Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Quantum Financial Advisors's IBMR Position: Q4 2025 in Review

Quantum Financial Advisors sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q4 2025, closing a stake of 120,758 shares — an estimated $3.08M sold.

Quantum Financial Advisors first reported a position in IBMR in Q3 2024 and held it in 4 quarters. The position peaked at $3.08M in Q3 2025. 119 funds tracked by Wall St. Rank hold IBMR as of Q4 2025.

Quantum Financial Advisors reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Quantum Financial Advisors sold 120,758 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q4 2025, an estimated $3.08M.
Quantum Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and held it in 4 quarters.
Quantum Financial Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $3.08M in Q3 2025.
119 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q4 2025.

Based on Quantum Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.