Valmark Advisers’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
47,497
+6,507
| +16% | +$143K | 0.01% | 324 |
|
|
2025
Q1 | $892K | Buy |
40,990
+2,399
| +6% | +$52.2K | 0.01% | 330 |
|
|
2024
Q4 | $823K | Buy |
38,591
+9,561
| +33% | +$204K | 0.01% | 339 |
|
|
2024
Q3 | $642K | Buy |
29,030
+7,206
| +33% | +$159K | 0.01% | 374 |
|
|
2024
Q2 | $466K | Buy |
21,824
+3,187
| +17% | +$68.1K | 0.01% | 403 |
|
|
2024
Q1 | $401K | Buy |
+18,637
| New | +$401K | 0.01% | 411 |
|