Valmark Advisers’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$701K Buy
2025
Q2
$630K Buy
2025
Q1
$551K Buy
2024
Q4
$541K Buy
2024
Q3
$449K Sell
2024
Q2
$497K Buy
2024
Q1
$349K Buy