Valmark Advisers’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
94,912
+10,641
| +13% | +$239K | 0.03% | 211 |
|
|
2025
Q1 | $1.89M | Buy |
84,271
+13,492
| +19% | +$302K | 0.03% | 217 |
|
|
2024
Q4 | $1.57M | Buy |
70,779
+15,515
| +28% | +$344K | 0.02% | 240 |
|
|
2024
Q3 | $1.25M | Buy |
55,264
+19,163
| +53% | +$434K | 0.02% | 266 |
|
|
2024
Q2 | $797K | Buy |
36,101
+11,803
| +49% | +$261K | 0.01% | 318 |
|
|
2024
Q1 | $538K | Buy |
24,298
+13,427
| +124% | +$298K | 0.01% | 366 |
|
|
2023
Q4 | $243K | Buy |
+10,871
| New | +$243K | ﹤0.01% | 458 |
|