Valmark Advisers’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $886K | Buy |
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|
2023
Q1 | $698K | Sell |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $684K | Sell |
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|
2022
Q2 | $732K | Sell |
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|
2022
Q1 | $932K | Buy |
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|
2021
Q4 | $939K | Buy |
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|
2021
Q3 | $912K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $904K | Buy |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | $733K | Buy |
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|
2020
Q2 | $427K | Buy |
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|
2020
Q1 | $259K | Buy |
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|
2019
Q4 | $204K | Buy |
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