Valmark Advisers’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $997K | Buy |
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|
2023
Q4 | $817K | Buy |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $412K | Sell |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $562K | Buy |
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