Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Quantum Financial Advisors, LLC

  • $465 Million
  • Q2 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 174,569 shares of IBDR stock, worth $4.15 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
174,569
Previous 152,227 14.68%
Holding current value
$4.15 Million
Previous $3.62 Million 14.69%
% of portfolio
0.89%
Previous 0.87%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
N/A
22,342 Added 14.68%
174,569 $4.15 Million
Q1 2025

Apr 08, 2025
BUY
N/A
28,683 Added 23.22%
152,227 $3.62 Million
Q4 2024

Jan 13, 2025
BUY
N/A
5,631 Added 4.78%
123,544 $2.93 Million
Q3 2024

Oct 04, 2024
BUY
$23.75 - $23.75 $268,873 - $268,873
11,321 Added 10.62%
117,913 $2.8 Million
Q2 2024

Jul 15, 2024
BUY
$23.65 - $23.82 $236,996 - $238,700
10,021 Added 10.38%
106,592 $2.54 Million
Q1 2024

Apr 26, 2024
BUY
$23.76 - $23.98 $2.29 Million - $2.32 Million
96,571 New
96,571 $2.3 Million

Others Institutions Holding IBDR

# of Institutions
430
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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