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
2026 Q1	$1.96M	Buy	76,893 +5,492	+8%	+$140K	0.02%	248
2025 Q4	$1.81M	Buy	71,401 +6,001	+9%	+$152K	0.02%	258
2025 Q3	$1.67M	Buy	65,400 +837	+1%	+$21.3K	0.02%	260
2025 Q2	$1.64M	Buy	64,563 +5,035	+8%	+$127K	0.02%	254
2025 Q1	$1.5M	Sell	59,528 -2,542	-4%	-$64.2K	0.02%	249
2024 Q4	$1.56M	Buy	62,070 +17,007	+38%	+$430K	0.02%	243
2024 Q3	$1.15M	Buy	45,063 +1,386	+3%	+$35K	0.02%	280
2024 Q2	$1.09M	Buy	43,677 +4,054	+10%	+$101K	0.02%	268
2024 Q1	$997K	Buy	39,623 +7,475	+23%	+$189K	0.02%	271
2023 Q4	$817K	Buy	32,148 +11,676	+57%	+$290K	0.02%	285
2023 Q3	$501K	Sell	20,472 -1,399	-6%	-$34.8K	0.01%	330
2023 Q2	$548K	Buy	21,871 +4,459	+26%	+$112K	0.01%	316
2023 Q1	$443K	Buy	17,412 +451	+3%	+$11.4K	0.01%	342
2022 Q4	$425K	Buy	16,961 +80	+0.5%	+$1.98K	0.01%	329
2022 Q3	$412K	Sell	16,881 -1,841	-10%	-$46.5K	0.01%	311
2022 Q2	$471K	Sell	18,722 -1,675	-8%	-$41.9K	0.01%	301
2022 Q1	$519K	Sell	20,397 -391	-2%	-$10.2K	0.01%	297
2021 Q4	$562K	Buy	+20,788	New	+$561K	0.01%	268