Valmark Advisers’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
83,535
+17,433
+26% +$383K 0.03% 237
2025
Q1
$1.44M Buy
66,102
+16,249
+33% +$353K 0.02% 261
2024
Q4
$1.06M Buy
+49,853
New +$1.06M 0.02% 296