Quantum Financial Advisors LLC Buys 35,421 Shares of iShares iBonds Oct 2028 Term TIPS ETF $IBIE

Quantum Financial Advisors LLC lifted its stake in shares of iShares iBonds Oct 2028 Term TIPS ETF (NYSEARCA:IBIE) by 10.6% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 368,799 shares of the company’s stock after acquiring an additional 35,421 shares during the period. iShares iBonds Oct 2028 Term TIPS ETF accounts for about 0.8% of Quantum Financial Advisors LLC’s portfolio, making the stock its 22nd largest position. Quantum Financial Advisors LLC owned approximately 0.06% of iShares iBonds Oct 2028 Term TIPS ETF worth $9,699,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. North Star Investment Management Corp. grew its holdings in iShares iBonds Oct 2028 Term TIPS ETF by 55.5% in the first quarter. North Star Investment Management Corp. now owns 196,038 shares of the company’s stock worth $5,144,000 after purchasing an additional 69,988 shares during the period. Addison Advisors LLC increased its stake 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 purchasing an additional 6,756 shares in the last quarter. CENTRAL TRUST Co raised its holdings in shares of iShares iBonds Oct 2028 Term TIPS ETF by 42.5% during the first quarter. CENTRAL TRUST Co now owns 84,085 shares of the company’s stock valued at $2,206,000 after purchasing an additional 25,069 shares during the period. Jane Street Group LLC raised its holdings in shares of 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 purchasing an additional 24,106 shares during the period. Finally, Goldman Sachs Group Inc. bought a new position in shares of iShares iBonds Oct 2028 Term TIPS ETF during the 1st quarter worth about $908,000.

iShares iBonds Oct 2028 Term TIPS ETF Stock Performance

Shares of IBIE opened at $25.75 on Friday. The stock has a 50-day moving average of $26.00 and a 200-day moving average of $26.14. iShares iBonds Oct 2028 Term TIPS ETF has a one year low of $25.63 and a one 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.