Quantum Financial Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Quantum Financial Advisors, LLC

$523 Million
Q3 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 198,861 shares of IBMO stock, worth $5.09 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

198,861

Previous 156,480 27.08%

Holding current value

$5.09 Million

Previous $4.01 Million 27.26%

% of portfolio

0.98%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$25.58 - $25.72 $1.08 Million - $1.09 Million	42,381 Added 27.08%	198,861 $5.1 Million
Q2 2025 Jul 11, 2025	BUY	$25.32 - $25.63 $107,407 - $108,722	4,242 Added 2.79%	156,480 $4.01 Million
Q1 2025 Apr 08, 2025	BUY	$25.45 - $25.6 $512,359 - $515,379	20,132 Added 15.24%	152,238 $3.89 Million
Q4 2024 Jan 13, 2025	BUY	$25.4 - $25.62 $34,848 - $35,150	1,372 Added 1.05%	132,106 $3.36 Million
Q3 2024 Oct 04, 2024	BUY	$25.26 - $25.66 $82,322 - $83,625	3,259 Added 2.56%	130,734 $3.35 Million

Q2 2024 Jul 15, 2024	BUY	$25.16 - $25.33 $26,090 - $26,267	1,037 Added 0.82%	127,475 $3.23 Million
Q1 2024 Apr 26, 2024	BUY	$25.35 - $25.52 $3.21 Million - $3.23 Million	126,438 New	126,438 $3.21 Million

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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Quantum Financial Advisors, LLC Ishares Tr Ibonds December 202 Transaction History