VA
IBTD

Valmark Advisers’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Valmark Advisers’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-49,398
Closed -$1.23M – 512
2023
Q3 		$1.23M Buy
49,398
+7,352
+17% +$182K 0.03% 194
2023
Q2 		$1.04M Buy
42,046
+11,274
+37% +$280K 0.02% 224
2023
Q1 		$763K Buy
+30,772
New +$763K 0.02% 251