Valmark Advisers’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.61M Sell
2025
Q2
$1.99M Buy
2025
Q1
$1.72M Buy
2024
Q4
$1.55M Buy
2024
Q3
$642K Buy
2024
Q2
$466K Buy
2024
Q1
$399K Buy