Valmark Advisers’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
147,036
+10,021
| +7% | +$234K | 0.05% | 150 |
|
|
2025
Q1 | $3.2M | Buy |
137,015
+10,742
| +9% | +$251K | 0.05% | 146 |
|
|
2024
Q4 | $2.94M | Buy |
126,273
+16,767
| +15% | +$391K | 0.05% | 151 |
|
|
2024
Q3 | $2.56M | Buy |
109,506
+18,625
| +20% | +$436K | 0.04% | 161 |
|
|
2024
Q2 | $2.11M | Buy |
90,881
+12,911
| +17% | +$300K | 0.04% | 173 |
|
|
2024
Q1 | $1.81M | Buy |
77,970
+42,677
| +121% | +$991K | 0.03% | 183 |
|
|
2023
Q4 | $822K | Buy |
35,293
+8,877
| +34% | +$207K | 0.02% | 282 |
|
|
2023
Q3 | $610K | Buy |
26,416
+7,919
| +43% | +$183K | 0.01% | 293 |
|
|
2023
Q2 | $428K | Buy |
18,497
+8,731
| +89% | +$202K | 0.01% | 354 |
|
|
2023
Q1 | $230K | Buy |
+9,766
| New | +$230K | ﹤0.01% | 434 |
|