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Ishares Tr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $713k 28k 25.95

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

Top funds holding Ishares Tr

Vishria Bird Financial Group
Jane Street
Praetorian Wealth Management
Helen Stephens Group
Quantum Financial Advisors
CliftonLarsonAllen Wealth Advisors
Leavell Investment Management
ValMark Advisers
Massmutual Trust
CWM
Union Bankshares
Raymond James Financial
LBMC Investment Advisors
Newman Dignan & Sheerar
Capital Investment Advisors

View all funds holding Ishares Tr