Valmark Advisers’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
88,970
+11,750
| +15% | +$263K | 0.03% | 222 |
|
|
2025
Q1 | $1.72M | Buy |
77,220
+6,413
| +9% | +$143K | 0.03% | 231 |
|
|
2024
Q4 | $1.55M | Buy |
70,807
+42,265
| +148% | +$926K | 0.02% | 245 |
|
|
2024
Q3 | $642K | Buy |
28,542
+7,175
| +34% | +$161K | 0.01% | 373 |
|
|
2024
Q2 | $466K | Buy |
21,367
+3,168
| +17% | +$69.2K | 0.01% | 402 |
|
|
2024
Q1 | $399K | Buy |
+18,199
| New | +$399K | 0.01% | 412 |
|