Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 129,646 shares of IBMQ stock, worth $3.31 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

129,646

Previous 87,204 48.67%

Holding current value

$3.31 Million

Previous $2.22 Million 50.07%

% of portfolio

0.64%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$25.37 - $25.79 $1.08 Million - $1.09 Million	42,442 Added 48.67%	129,646 $3.32 Million
Q2 2025 Jul 11, 2025	BUY	$24.88 - $25.41 $105,590 - $107,840	4,244 Added 5.12%	87,204 $2.22 Million
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

179

Shares Held

18.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

More about IBMQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Account

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