Valmark Advisers’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
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2023
Q3 | $1.24M | Buy |
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2023
Q2 | $1.08M | Buy |
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2023
Q1 | $888K | Sell |
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2022
Q4 | $917K | Buy |
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2022
Q3 | $872K | Sell |
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2022
Q2 | $915K | Sell |
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2022
Q1 | $1.13M | Buy |
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2021
Q4 | $1.13M | Buy |
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2021
Q3 | $932K | Sell |
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2021
Q2 | $1.06M | Buy |
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2021
Q1 | $986K | Buy |
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2020
Q4 | $942K | Buy |
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2020
Q3 | $846K | Buy |
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2020
Q2 | $649K | Buy |
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2020
Q1 | $491K | Buy |
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2019
Q4 | $429K | Buy |
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2019
Q3 | $422K | Buy |
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2018
Q3 | – | Sell |
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2018
Q2 | $306K | Buy |
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2018
Q1 | $274K | Buy |
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