Valmark Advisers’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
63,358
+5,110
| +9% | +$131K | 0.02% | 255 |
|
|
2025
Q1 | $1.49M | Sell |
58,248
-2,993
| -5% | -$76.5K | 0.02% | 252 |
|
|
2024
Q4 | $1.56M | Buy |
61,241
+12,216
| +25% | +$311K | 0.02% | 244 |
|
|
2024
Q3 | $1.26M | Sell |
49,025
-4,368
| -8% | -$112K | 0.02% | 265 |
|
|
2024
Q2 | $1.35M | Buy |
53,393
+9,732
| +22% | +$246K | 0.02% | 233 |
|
|
2024
Q1 | $1.11M | Buy |
43,661
+6,156
| +16% | +$156K | 0.02% | 254 |
|
|
2023
Q4 | $957K | Buy |
37,505
+1,354
| +4% | +$34.5K | 0.02% | 260 |
|
|
2023
Q3 | $897K | Buy |
36,151
+4,303
| +14% | +$107K | 0.02% | 237 |
|
|
2023
Q2 | $802K | Buy |
31,848
+6,947
| +28% | +$175K | 0.02% | 258 |
|
|
2023
Q1 | $636K | Sell |
24,901
-215
| -0.9% | -$5.49K | 0.01% | 283 |
|
|
2022
Q4 | $633K | Buy |
25,116
+8,334
| +50% | +$210K | 0.01% | 273 |
|
|
2022
Q3 | $413K | Sell |
16,782
-1,813
| -10% | -$44.6K | 0.01% | 309 |
|
|
2022
Q2 | $471K | Sell |
18,595
-2,050
| -10% | -$51.9K | 0.01% | 300 |
|
|
2022
Q1 | $527K | Sell |
20,645
-362
| -2% | -$9.24K | 0.01% | 295 |
|
|
2021
Q4 | $565K | Buy |
21,007
+411
| +2% | +$11.1K | 0.01% | 266 |
|
|
2021
Q3 | $554K | Buy |
20,596
+1,036
| +5% | +$27.9K | 0.01% | 262 |
|
|
2021
Q2 | $528K | Buy |
19,560
+2,741
| +16% | +$74K | 0.01% | 273 |
|
|
2021
Q1 | $451K | Buy |
16,819
+3,181
| +23% | +$85.3K | 0.01% | 280 |
|
|
2020
Q4 | $369K | Buy |
+13,638
| New | +$369K | 0.01% | 275 |
|