VA
Valmark Advisers’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
138,197
+10,358
| +8% | +$238K | 0.04% | 158 |
|
|
2025
Q1 | $2.93M | Buy |
127,839
+10,867
| +9% | +$249K | 0.04% | 152 |
|
|
2024
Q4 | $2.67M | Buy |
116,972
+56,361
| +93% | +$1.29M | 0.04% | 165 |
|
|
2024
Q3 | $1.4M | Buy |
60,611
+18,846
| +45% | +$435K | 0.02% | 248 |
|
|
2024
Q2 | $946K | Buy |
41,765
+11,480
| +38% | +$260K | 0.02% | 295 |
|
|
2024
Q1 | $688K | Buy |
30,285
+19,673
| +185% | +$447K | 0.01% | 328 |
|
|
2023
Q4 | $243K | Buy |
+10,612
| New | +$243K | ﹤0.01% | 460 |
|