Quantum Financial Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 115,552 shares of IBDW stock, worth $2.44 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

115,552

Previous 109,638 5.39%

Holding current value

$2.44 Million

Previous $2.33 Million 4.73%

% of portfolio

0.37%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$21.09 - $21.35 $124,726 - $126,263	5,914 Added 5.39%	115,552 $2.44 Million
Q3 2025 Oct 07, 2025	BUY	$20.77 - $21.32 $267,185 - $274,260	12,864 Added 13.29%	109,638 $2.33 Million
Q2 2025 Jul 11, 2025	BUY	$20.23 - $21.04 $80,879 - $84,117	3,998 Added 4.31%	96,774 $2.04 Million
Q1 2025 Apr 08, 2025	BUY	$20.1 - $20.8 $130,810 - $135,366	6,508 Added 7.54%	92,776 $1.92 Million
Q4 2024 Jan 13, 2025	BUY	$20.28 - $21.2 $32,650 - $34,132	1,610 Added 1.9%	86,268 $1.76 Million

Q3 2024 Oct 04, 2024	BUY	$20.12 - $21.28 $169,008 - $178,752	8,400 Added 11.02%	84,658 $1.8 Million
Q2 2024 Jul 15, 2024	BUY	$19.84 - $20.44 $60,392 - $62,219	3,044 Added 4.16%	76,258 $1.55 Million
Q1 2024 Apr 26, 2024	BUY	$20.24 - $20.75 $1.48 Million - $1.52 Million	73,214 New	73,214 $1.5 Million

Others Institutions Holding IBDW

# of Institutions

250

Shares Held

76.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

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 2031 Ter Transaction History