Valmark Advisers’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
51,049
+6,964
+16% +$138K 0.01% 329
2025
Q1
$867K Buy
44,085
+2,536
+6% +$49.9K 0.01% 334
2024
Q4
$797K Buy
+41,549
New +$797K 0.01% 344