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Ishares Ibonds Dec 2025 Term T shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2025 Term T by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $822k 35k 23.28
2023-09-30 $610k 26k 23.08
2023-06-30 $428k 19k 23.13
2023-03-31 $230k 9.8k 23.53

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)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
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 Ibonds Dec 2025 Term T

Captrust Financial Advisors
Wells Fargo & Company
GLOBALT Investments LLC / GA
Colony
Bank of America Corporation
UBS Group
Capital Investment Advisors
Royal Bank of Canada
Hills Bank And Trust Company
Advisor Group Holdings
Raymond James Financial Services Advisors
CliftonLarsonAllen Wealth Advisors
InterOcean Capital Group
MV Capital Management
Journey Advisory Group

View all funds holding Ishares Ibonds Dec 2025 Term T