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Ishares Tr ibonds dec 29 shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 14k 22.82

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Ishares Tr ibonds dec 29

Ameriprise Financial
Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Envestnet Asset Management
Royal Bank of Canada
Klingman & Associates
Venture Visionary Partners
UBS Group
Raymond James Financial Services Advisors
Woodmont Investment Counsel
Golub Group
Us Bancorp

View all funds holding Ishares Tr ibonds dec 29