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 123,544 shares of IBDR stock, worth $2.93 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
123,544
Previous 117,913 4.78%
Holding current value
$2.93 Million
Previous $2.8 Million 4.79%
% of portfolio
0.6%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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