Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 157,723 shares of IBDS stock, worth $3.81 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

157,723

Previous 132,436 19.09%

Holding current value

$3.81 Million

Previous $3.2 Million 19.59%

% of portfolio

0.82%

Previous 0.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

398

Shares Held

105M

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