Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Quantum Financial Advisors, LLC

$416 Million
Q1 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 82,960 shares of IBMQ stock, worth $2.09 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

82,960

Previous 77,853 6.56%

Holding current value

$2.09 Million

Previous $1.96 Million 6.84%

% of portfolio

0.5%

Previous 0.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$25.08 - $25.39 $128,083 - $129,666	5,107 Added 6.56%	82,960 $2.09 Million
Q4 2024 Jan 13, 2025	BUY	$25.06 - $25.59 $107,281 - $109,550	4,281 Added 5.82%	77,853 $1.96 Million
Q3 2024 Oct 04, 2024	BUY	$24.91 - $25.63 $97,298 - $100,110	3,906 Added 5.61%	73,572 $1.89 Million
Q2 2024 Jul 15, 2024	BUY	$24.81 - $25.19 $19,178 - $19,471	773 Added 1.12%	69,666 $1.74 Million
Q1 2024 Apr 26, 2024	BUY	$25.27 - $25.61 $1.74 Million - $1.76 Million	68,893 New	68,893 $1.74 Million

Others Institutions Holding IBMQ

# of Institutions

148

Shares Held

15.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
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Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History