Valmark Advisers’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Buy
23,900
+2,318
+11% +$59.5K 0.01% 412
2025
Q1
$548K Buy
21,582
+405
+2% +$10.3K 0.01% 408
2024
Q4
$537K Buy
+21,177
New +$537K 0.01% 402