Valmark Advisers’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
24,977
+2,973
| +14% | +$75K | 0.01% | 407 |
|
|
2025
Q1 | $551K | Buy |
22,004
+365
| +2% | +$9.14K | 0.01% | 407 |
|
|
2024
Q4 | $541K | Buy |
21,639
+4,035
| +23% | +$101K | 0.01% | 400 |
|
|
2024
Q3 | $449K | Sell |
17,604
-2,388
| -12% | -$60.9K | 0.01% | 433 |
|
|
2024
Q2 | $497K | Buy |
19,992
+6,148
| +44% | +$153K | 0.01% | 388 |
|
|
2024
Q1 | $349K | Buy |
+13,844
| New | +$349K | 0.01% | 429 |
|