Valmark Advisers’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $982K | Buy |
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|
2023
Q2 | $877K | Buy |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $703K | Buy |
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|
2022
Q3 | $680K | Sell |
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|
2022
Q2 | $741K | Sell |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $949K | Buy |
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|
2021
Q3 | $554K | Sell |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $614K | Buy |
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|
2020
Q4 | $533K | Buy |
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|
2020
Q3 | $430K | Hold |
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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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