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

Quantum Financial Advisors, LLC

  • $665 Million
  • Q4 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 184,838 shares of IBDT stock, worth $4.7 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
184,838
Previous 173,008 6.84%
Holding current value
$4.7 Million
Previous $4.42 Million 6.41%
% of portfolio
0.71%
Previous 0.84%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$25.38 - $25.57 $300,245 - $302,493
11,830 Added 6.84%
184,838 $4.7 Million
Q3 2025

Oct 07, 2025
BUY
$25.24 - $25.56 $699,955 - $708,829
27,732 Added 19.09%
173,008 $4.42 Million
Q2 2025

Jul 11, 2025
BUY
$24.94 - $25.42 $499,847 - $509,467
20,042 Added 16.0%
145,276 $3.69 Million
Q1 2025

Apr 08, 2025
BUY
$24.79 - $25.26 $610,032 - $621,598
24,608 Added 24.45%
125,234 $3.16 Million
Q4 2024

Jan 13, 2025
BUY
$24.82 - $25.48 $229,957 - $236,072
9,265 Added 10.14%
100,626 $2.51 Million
Q3 2024

Oct 04, 2024
BUY
$24.62 - $25.59 $175,269 - $182,175
7,119 Added 8.45%
91,361 $2.33 Million
Q2 2024

Jul 15, 2024
BUY
$24.4 - $24.86 $137,250 - $139,837
5,625 Added 7.15%
84,242 $2.09 Million
Q1 2024

Apr 26, 2024
BUY
$24.69 - $25.14 $1.94 Million - $1.98 Million
78,617 New
78,617 $1.96 Million

Others Institutions Holding IBDT

# of Institutions
413
Shares Held
96.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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  • Ticker IBDT
  • Sector ETFs
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