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 127,876 shares of IBMQ stock, worth $3.26 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
127,876
Previous 129,646 1.37%
Holding current value
$3.26 Million
Previous $3.32 Million 1.93%
% of portfolio
0.49%
Previous 0.64%

Shares

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

Jan 12, 2026
SELL
$25.48 - $25.62 $45,099 - $45,347
-1,770 Reduced 1.37%
127,876 $3.26 Million
Q3 2025

Oct 07, 2025
BUY
$25.37 - $25.79 $1.08 Million - $1.09 Million
42,442 Added 48.67%
129,646 $3.32 Million
Q2 2025

Jul 11, 2025
BUY
$24.88 - $25.41 $105,590 - $107,840
4,244 Added 5.12%
87,204 $2.22 Million
Q1 2025

Apr 08, 2025
BUY
$25.08 - $25.39 $128,083 - $129,666
5,107 Added 6.56%
82,960 $2.09 Million
Q4 2024

Jan 13, 2025
BUY
$25.06 - $25.59 $107,281 - $109,550
4,281 Added 5.82%
77,853 $1.96 Million
Q3 2024

Oct 04, 2024
BUY
$24.91 - $25.63 $97,298 - $100,110
3,906 Added 5.61%
73,572 $1.89 Million
Q2 2024

Jul 15, 2024
BUY
$24.81 - $25.19 $19,178 - $19,471
773 Added 1.12%
69,666 $1.74 Million
Q1 2024

Apr 26, 2024
BUY
$25.27 - $25.61 $1.74 Million - $1.76 Million
68,893 New
68,893 $1.74 Million

Others Institutions Holding IBMQ

# of Institutions
181
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Quantum Financial Advisors, LLC Portfolio

Follow Quantum Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email