Valmark Advisers’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Valmark Advisers’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.1M	Buy
2025 Q2	$1.04M	Buy
2025 Q1	$892K	Buy
2024 Q4	$823K	Buy
2024 Q3	$642K	Buy
2024 Q2	$466K	Buy
2024 Q1	$401K	Buy