Valmark Advisers’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.6M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $495K | Buy |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $412K | Buy |
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