Valmark Advisers’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
97,179
+15,573
| +19% | +$363K | 0.03% | 206 |
|
|
2025
Q1 | $1.89M | Buy |
81,606
+15,453
| +23% | +$357K | 0.03% | 218 |
|
|
2024
Q4 | $1.51M | Buy |
66,153
+14,131
| +27% | +$322K | 0.02% | 250 |
|
|
2024
Q3 | $1.22M | Buy |
52,022
+19,982
| +62% | +$470K | 0.02% | 269 |
|
|
2024
Q2 | $726K | Buy |
32,040
+18,432
| +135% | +$418K | 0.01% | 333 |
|
|
2024
Q1 | $311K | Buy |
+13,608
| New | +$311K | 0.01% | 447 |
|