QFA
IBMS

Quantum Financial Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Quantum Financial Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86M Sell
110,543
-37,520
-25% -$971K 0.28% 50
2026
Q1 		$3.82M Buy
148,063
+36,506
+33% +$956K 0.43% 39
2025
Q4 		$2.91M Buy
111,557
+3,263
+3% +$84.9K 0.33% 50
2025
Q3 		$2.82M Buy
108,294
+34,062
+46% +$882K 0.34% 49
2025
Q2 		$1.9M Buy
74,232
+200
+0.3% +$5.07K 0.26% 54
2025
Q1 		$1.88M Buy
+74,032
New +$1.89M 0.28% 52

Other funds holding IBMS

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

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

Quantum Financial Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 25% in Q2 2026, selling an estimated $971K and leaving 110,543 shares worth $2.86M. The position accounts for 0.28% of the portfolio, ranked #50.

Quantum Financial Advisors first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.82M in Q1 2026. 24 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Quantum Financial Advisors held 110,543 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.86M as of Q2 2026.
  • Quantum Financial Advisors sold 37,520 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $971K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.28% of Quantum Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Quantum Financial Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Quantum Financial Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $3.82M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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