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Ishares Tr ibonds dec2026 shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 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 dec2026 by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 73k 24.30
2024-06-30 $1.3M 57k 23.82
2024-03-31 $873k 37k 23.85
2023-12-31 $272k 11k 23.90
2023-09-30 $217k 9.3k 23.34

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)
Ishares Tr Global Reit Etf (REET)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Capital Advisors
Hm Payson & Co
Shufro Rose & Co
Stifel Financial
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Royal Bank of Canada
Sound View Wealth Advisors Group
Pamela Horwath

View all funds holding Ishares Tr ibonds dec2026