Quantum Financial Advisors LLC Has $9.70 Million Holdings in iShares iBonds Oct 2028 Term TIPS ETF $IBIE

Quantum Financial Advisors LLC grew its position in shares of iShares iBonds Oct 2028 Term TIPS ETF (NYSEARCA:IBIE) by 10.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 368,799 shares of the company’s stock after purchasing an additional 35,421 shares during the quarter. iShares iBonds Oct 2028 Term TIPS ETF comprises approximately 0.8% of Quantum Financial Advisors LLC’s investment portfolio, making the stock its 22nd largest position. Quantum Financial Advisors LLC owned approximately 6.25% of iShares iBonds Oct 2028 Term TIPS ETF worth $9,699,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IBIE. North Star Investment Management Corp. increased its position in shares of iShares iBonds Oct 2028 Term TIPS ETF by 55.5% during the first quarter. North Star Investment Management Corp. now owns 196,038 shares of the company’s stock worth $5,144,000 after buying an additional 69,988 shares during the period. Addison Advisors LLC lifted its holdings in iShares iBonds Oct 2028 Term TIPS ETF by 6.9% in the fourth quarter. Addison Advisors LLC now owns 105,108 shares of the company’s stock valued at $2,730,000 after buying an additional 6,756 shares during the period. CENTRAL TRUST Co lifted its holdings in iShares iBonds Oct 2028 Term TIPS ETF by 42.5% in the first quarter. CENTRAL TRUST Co now owns 84,085 shares of the company’s stock valued at $2,206,000 after buying an additional 25,069 shares during the period. Jane Street Group LLC boosted its position in iShares iBonds Oct 2028 Term TIPS ETF by 225.1% during the fourth quarter. Jane Street Group LLC now owns 34,815 shares of the company’s stock valued at $904,000 after acquiring an additional 24,106 shares during the last quarter. Finally, Goldman Sachs Group Inc. bought a new stake in iShares iBonds Oct 2028 Term TIPS ETF during the first quarter valued at $908,000.

iShares iBonds Oct 2028 Term TIPS ETF Trading Up 0.1%

Shares of iShares iBonds Oct 2028 Term TIPS ETF stock opened at $25.75 on Friday. The business has a 50-day moving average price of $26.00 and a two-hundred day moving average price of $26.14. iShares iBonds Oct 2028 Term TIPS ETF has a 1-year low of $25.63 and a 1-year high of $26.56.

iShares iBonds Oct 2028 Term TIPS ETF Company Profile

The iShares iBonds Oct 2028 Term TIPS ETF (IBIE) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of US Treasury inflation-protected securities maturing between January and October 2028. The fund will terminate in October 2028. IBIE was launched on Sep 13, 2023 and is issued by BlackRock.