Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Quantum Financial Advisors, LLC

$523 Million
Q3 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 184,919 shares of IBDS stock, worth $4.49 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

184,919

Previous 157,723 17.24%

Holding current value

$4.49 Million

Previous $3.83 Million 17.59%

% of portfolio

0.86%

Previous 0.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$24.14 - $24.34 $656,511 - $661,950	27,196 Added 17.24%	184,919 $4.5 Million
Q2 2025 Jul 11, 2025	BUY	$23.96 - $24.27 $605,876 - $613,715	25,287 Added 19.09%	157,723 $3.83 Million
Q1 2025 Apr 08, 2025	BUY	$23.9 - $24.18 $405,367 - $410,116	16,961 Added 14.69%	132,436 $3.2 Million
Q4 2024 Jan 13, 2025	BUY	$23.88 - $24.32 $226,716 - $230,894	9,494 Added 8.96%	115,475 $2.77 Million
Q3 2024 Oct 04, 2024	BUY	$23.63 - $24.42 $152,886 - $157,997	6,470 Added 6.5%	105,981 $2.58 Million
Q2 2024 Jul 15, 2024	BUY	$23.48 - $23.77 $206,858 - $209,413	8,810 Added 9.71%	99,511 $2.36 Million
Q1 2024 Apr 26, 2024	BUY	$23.67 - $24.03 $2.15 Million - $2.18 Million	90,701 New	90,701 $2.16 Million

Others Institutions Holding IBDS

# of Institutions

414

Shares Held

106M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History