Quantum Financial Advisors LLC Acquires 22,856 Shares of iShares iBonds Oct 2027 Term TIPS ETF $IBID

Quantum Financial Advisors LLC increased its stake in iShares iBonds Oct 2027 Term TIPS ETF (NYSEARCA:IBID) by 6.7% during the second quarter, according to its most recent filing with the SEC. The fund owned 365,365 shares of the company’s stock after buying an additional 22,856 shares during the quarter. iShares iBonds Oct 2027 Term TIPS ETF accounts for approximately 0.8% of Quantum Financial Advisors LLC’s portfolio, making the stock its 24th largest holding. Quantum Financial Advisors LLC owned 8.21% of iShares iBonds Oct 2027 Term TIPS ETF worth $9,587,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Addison Advisors LLC grew its holdings in iShares iBonds Oct 2027 Term TIPS ETF by 7.3% during the fourth quarter. Addison Advisors LLC now owns 105,972 shares of the company’s stock valued at $2,734,000 after purchasing an additional 7,196 shares during the period. LPL Financial LLC lifted its position in shares of iShares iBonds Oct 2027 Term TIPS ETF by 148.1% during the 4th quarter. LPL Financial LLC now owns 39,222 shares of the company’s stock valued at $1,012,000 after buying an additional 23,414 shares during the last quarter. Jane Street Group LLC lifted its position in shares of iShares iBonds Oct 2027 Term TIPS ETF by 92.3% during the 1st quarter. Jane Street Group LLC now owns 32,497 shares of the company’s stock valued at $854,000 after buying an additional 15,602 shares during the last quarter. Creative Planning grew its stake in shares of iShares iBonds Oct 2027 Term TIPS ETF by 27.9% during the 3rd quarter. Creative Planning now owns 32,447 shares of the company’s stock worth $852,000 after acquiring an additional 7,076 shares during the period. Finally, CENTRAL TRUST Co grew its stake in shares of iShares iBonds Oct 2027 Term TIPS ETF by 63.0% during the 4th quarter. CENTRAL TRUST Co now owns 26,035 shares of the company’s stock worth $672,000 after acquiring an additional 10,065 shares during the period.

iShares iBonds Oct 2027 Term TIPS ETF Trading Up 0.1%

Shares of NYSEARCA:IBID opened at $25.72 on Friday. iShares iBonds Oct 2027 Term TIPS ETF has a twelve month low of $25.63 and a twelve month high of $26.39. The company has a 50-day moving average price of $25.96 and a two-hundred day moving average price of $26.02.

iShares iBonds Oct 2027 Term TIPS ETF Profile

The iShares iBonds Oct 2027 Term TIPS ETF (IBID) 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 2027. The fund will terminate in October 2027. IBID was launched on Sep 13, 2023 and is issued by BlackRock.