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Ishares Us Etf Tr bloomberg roll shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Us Etf Tr bloomberg roll (CMDY) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Us Etf Tr bloomberg roll

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All positions including Ishares Us Etf Tr bloomberg roll held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Us Etf Tr bloomberg roll by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 4.6k 52.60
2025-06-30 $241k 4.8k 50.44
2025-03-31 $225k 4.3k 51.89

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
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 Us Etf Tr bloomberg roll

Envestnet Asset Management
Ameriprise Financial
TD Waterhouse Canada
Principal Securities
Disciplina Capital Management
Jpmorgan Chase & Co
LPL Financial
Congress Wealth Management LLC / DE /
APCM Wealth Management for Individuals
FDx Advisors
Advisor Group Holdings
Horizons Wealth Management
Wesbanco Trust And Investments
UBS Group
Raymond James Financial

View all funds holding Ishares Us Etf Tr bloomberg roll