Quantum Financial Advisors, LLC
Position in IBID — iShares iBonds Oct 2027 Term TIPS ETF
CIK 1929139
SANTA MONICA, CA
All Filings in IBID
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBID | $8,944,622 | 342,509 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 IBID | $7,043,808 | 273,037 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 IBID | $6,875,257 | 261,765 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 IBID | $6,122,996 | 233,613 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 IBID | $5,502,396 | 209,336 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 IBID | $4,802,895 | 188,275 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 IBID | $4,430,309 | 170,962 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 IBID | $4,186,975 | 162,759 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 IBID | $3,914,257 | 153,110 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 IBID | $216,179 | 8,506 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||