Quantum Financial Advisors, LLC
Position in IBIE — iShares iBonds Oct 2028 Term TIPS ETF
CIK 1929139
SANTA MONICA, CA
All Filings in IBIE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBIE | $8,747,838 | 333,378 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 IBIE | $6,922,552 | 266,498 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 IBIE | $6,751,898 | 255,222 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 IBIE | $6,009,657 | 228,678 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 IBIE | $5,470,614 | 208,325 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 IBIE | $4,557,918 | 179,375 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 IBIE | $4,216,508 | 161,800 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 IBIE | $3,937,985 | 153,229 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 IBIE | $3,745,493 | 146,480 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 IBIE | $224,636 | 8,811 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||