VA
Valmark Advisers’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
112,534
+18,302
| +19% | +$465K | 0.04% | 174 |
|
|
2025
Q1 | $2.38M | Buy |
94,232
+17,335
| +23% | +$438K | 0.04% | 186 |
|
|
2024
Q4 | $1.91M | Buy |
76,897
+29,169
| +61% | +$726K | 0.03% | 209 |
|
|
2024
Q3 | $1.22M | Buy |
47,728
+18,379
| +63% | +$469K | 0.02% | 270 |
|
|
2024
Q2 | $727K | Buy |
29,349
+16,908
| +136% | +$419K | 0.01% | 332 |
|
|
2024
Q1 | $310K | Buy |
+12,441
| New | +$310K | 0.01% | 448 |
|