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
2026 Q1	$2.09M	Buy	81,353 +6,975	+9%	+$179K	0.02%	243
2025 Q4	$1.91M	Buy	74,378 +10,047	+16%	+$257K	0.02%	248
2025 Q3	$1.65M	Buy	64,331 +973	+2%	+$25K	0.02%	262
2025 Q2	$1.62M	Buy	63,358 +5,110	+9%	+$130K	0.02%	256
2025 Q1	$1.49M	Sell	58,248 -2,993	-5%	-$76.4K	0.02%	253
2024 Q4	$1.56M	Buy	61,241 +12,216	+25%	+$312K	0.02%	245
2024 Q3	$1.26M	Sell	49,025 -4,368	-8%	-$111K	0.02%	266
2024 Q2	$1.35M	Buy	53,393 +9,732	+22%	+$246K	0.02%	234
2024 Q1	$1.11M	Buy	43,661 +6,156	+16%	+$157K	0.02%	255
2023 Q4	$957K	Buy	37,505 +1,354	+4%	+$34K	0.02%	261
2023 Q3	$897K	Buy	36,151 +4,303	+14%	+$108K	0.02%	238
2023 Q2	$802K	Buy	31,848 +6,947	+28%	+$175K	0.02%	259
2023 Q1	$636K	Sell	24,901 -215	-0.9%	-$5.45K	0.01%	284
2022 Q4	$633K	Buy	25,116 +8,334	+50%	+$208K	0.01%	274
2022 Q3	$413K	Sell	16,782 -1,813	-10%	-$46K	0.01%	309
2022 Q2	$471K	Sell	18,595 -2,050	-10%	-$51.6K	0.01%	300
2022 Q1	$527K	Sell	20,645 -362	-2%	-$9.46K	0.01%	295
2021 Q4	$565K	Buy	21,007 +411	+2%	+$11K	0.01%	267
2021 Q3	$554K	Buy	20,596 +1,036	+5%	+$28K	0.01%	266
2021 Q2	$528K	Buy	19,560 +2,741	+16%	+$73.9K	0.01%	277
2021 Q1	$451K	Buy	16,819 +3,181	+23%	+$85.8K	0.01%	284
2020 Q4	$369K	Buy	+13,638	New	+$368K	0.01%	279