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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Buy	77,636 +3,431	+5%	+$86.6K	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	+$1.7M	0.27%	51