VA
IBMM

Valmark Advisers’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Valmark Advisers’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-92,108
Closed -$2.4M – 622
2024
Q3 		$2.4M Sell
92,108
-2,390
-3% -$62.3K 0.04% 174
2024
Q2 		$2.46M Buy
94,498
+48,577
+106% +$1.26M 0.04% 155
2024
Q1 		$1.19M Buy
45,921
+4,172
+10% +$108K 0.02% 239
2023
Q4 		$1.08M Buy
41,749
+2,753
+7% +$71K 0.02% 239
2023
Q3 		$1M Buy
38,996
+4,599
+13% +$118K 0.02% 227
2023
Q2 		$886K Buy
34,397
+7,423
+28% +$191K 0.02% 242
2023
Q1 		$698K Sell
26,974
-412
-2% -$10.6K 0.02% 269
2022
Q4 		$705K Buy
27,386
+569
+2% +$14.6K 0.02% 258
2022
Q3 		$684K Sell
26,817
-1,326
-5% -$34.4K 0.01% 238
2022
Q2 		$732K Sell
28,143
-7,724
-22% -$200K 0.01% 242
2022
Q1 		$932K Buy
35,867
+836
+2% +$22K 0.02% 216
2021
Q4 		$939K Buy
35,031
+1,195
+4% +$32.1K 0.02% 208
2021
Q3 		$912K Sell
33,836
-4,235
-11% -$114K 0.02% 195
2021
Q2 		$1.03M Buy
38,071
+4,567
+14% +$123K 0.02% 187
2021
Q1 		$904K Buy
33,504
+2,607
+8% +$70.5K 0.02% 194
2020
Q4 		$837K Buy
30,897
+3,855
+14% +$104K 0.02% 189
2020
Q3 		$733K Buy
27,042
+11,218
+71% +$304K 0.02% 153
2020
Q2 		$427K Buy
15,824
+5,921
+60% +$158K 0.01% 181
2020
Q1 		$259K Buy
9,903
+2,169
+28% +$57.3K 0.01% 196
2019
Q4 		$204K Buy
+7,734
New +$204K ﹤0.01% 233

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Valmark Advisers's IBMM Position: Q4 2024 in Review

Valmark Advisers sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 92,108 shares — an estimated $2.4M sold.

Valmark Advisers first reported a position in IBMM in Q4 2019 and held it in 20 quarters. The position peaked at $2.46M in Q2 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Valmark Advisers reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Valmark Advisers sold 92,108 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $2.4M.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2019 and held it in 20 quarters.
  • Valmark Advisers's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $2.46M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.