Valmark Advisers’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $957K | Buy |
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|
2023
Q3 | $897K | Buy |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $554K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $369K | Buy |
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