VA
Valmark Advisers’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
64,563
+5,035
| +8% | +$128K | 0.02% | 253 |
|
|
2025
Q1 | $1.5M | Sell |
59,528
-2,542
| -4% | -$64.3K | 0.02% | 248 |
|
|
2024
Q4 | $1.56M | Buy |
62,070
+17,007
| +38% | +$428K | 0.02% | 242 |
|
|
2024
Q3 | $1.15M | Buy |
45,063
+1,386
| +3% | +$35.3K | 0.02% | 279 |
|
|
2024
Q2 | $1.09M | Buy |
43,677
+4,054
| +10% | +$101K | 0.02% | 267 |
|
|
2024
Q1 | $997K | Buy |
39,623
+7,475
| +23% | +$188K | 0.02% | 270 |
|
|
2023
Q4 | $817K | Buy |
32,148
+11,676
| +57% | +$297K | 0.02% | 284 |
|
|
2023
Q3 | $501K | Sell |
20,472
-1,399
| -6% | -$34.2K | 0.01% | 329 |
|
|
2023
Q2 | $548K | Buy |
21,871
+4,459
| +26% | +$112K | 0.01% | 315 |
|
|
2023
Q1 | $443K | Buy |
17,412
+451
| +3% | +$11.5K | 0.01% | 341 |
|
|
2022
Q4 | $425K | Buy |
16,961
+80
| +0.5% | +$2.01K | 0.01% | 328 |
|
|
2022
Q3 | $412K | Sell |
16,881
-1,841
| -10% | -$44.9K | 0.01% | 311 |
|
|
2022
Q2 | $471K | Sell |
18,722
-1,675
| -8% | -$42.1K | 0.01% | 301 |
|
|
2022
Q1 | $519K | Sell |
20,397
-391
| -2% | -$9.95K | 0.01% | 297 |
|
|
2021
Q4 | $562K | Buy |
+20,788
| New | +$562K | 0.01% | 267 |
|