Valmark Advisers’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
59,642
+6,129
| +11% | +$156K | 0.02% | 266 |
|
|
2025
Q1 | $1.35M | Sell |
53,513
-485
| -0.9% | -$12.3K | 0.02% | 265 |
|
|
2024
Q4 | $1.36M | Buy |
53,998
+36,492
| +208% | +$919K | 0.02% | 265 |
|
|
2024
Q3 | $449K | Sell |
17,506
-2,287
| -12% | -$58.6K | 0.01% | 434 |
|
|
2024
Q2 | $495K | Buy |
19,793
+2,024
| +11% | +$50.6K | 0.01% | 389 |
|
|
2024
Q1 | $449K | Sell |
17,769
-2,287
| -11% | -$57.8K | 0.01% | 394 |
|
|
2023
Q4 | $513K | Sell |
20,056
-333
| -2% | -$8.52K | 0.01% | 347 |
|
|
2023
Q3 | $498K | Sell |
20,389
-1,354
| -6% | -$33.1K | 0.01% | 330 |
|
|
2023
Q2 | $547K | Buy |
21,743
+4,743
| +28% | +$119K | 0.01% | 316 |
|
|
2023
Q1 | $435K | Buy |
17,000
+576
| +4% | +$14.7K | 0.01% | 342 |
|
|
2022
Q4 | $412K | Buy |
+16,424
| New | +$412K | 0.01% | 331 |
|