Valley National Advisers’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$100K	Buy	+3,943	New	+$100K	0.02%	306
2024 Q3	–	Sell	-5,723	Closed	-$143K	–	929
2024 Q2	$143K	Buy	5,723 +34	+0.6%	+$850	0.02%	263
2024 Q1	$143K	Buy	+5,689	New	+$143K	0.02%	271