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Ishares Tr ibds dec28 etf shares owned by Quantum Financial Advisors

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Quantum Financial Advisors from 13F filings

Historical chart of Quantum Financial Advisors investment in Ishares Tr ibds dec28 etf

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All positions including Ishares Tr ibds dec28 etf held by Quantum Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibds dec28 etf by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 91k 25.53
2024-06-30 $2.1M 84k 24.77
2024-03-31 $2.0M 79k 24.91

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Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Real Est (DFGR)
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Dimensional Etf Trust Emerging Markets (DFSE)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Quantum Financial Advisors

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Aptus Capital Advisors
Morgan Stanley
Capital Investment Advisors
Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Royal Bank of Canada
Woodmont Investment Counsel
LPL Financial
Raymond James Financial Services Advisors
Wells Fargo & Company
Gratus Wealth Advisors
Klingman & Associates
Sigma Investment Counselors

View all funds holding Ishares Tr ibds dec28 etf