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Ishares Ibonds Dec 2026 Term T shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Ibonds Dec 2026 Term T

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All positions including Ishares Ibonds Dec 2026 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 2026 Term T by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 125k 22.95
2025-06-30 $3.2M 138k 22.93
2025-03-31 $2.9M 128k 22.94
2024-12-31 $2.7M 117k 22.81
2024-09-30 $1.4M 61k 23.07
2024-06-30 $946k 42k 22.65
2024-03-31 $688k 30k 22.71
2023-12-31 $243k 11k 22.86

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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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 Ibonds Dec 2026 Term T

Hm Payson & Co
Kovitz Investment Group Partners
Morgan Stanley
Colony
Bailard
Wells Fargo & Company
Capital Investment Advisors
Goss Wealth Management
Raymond James Financial
UBS Group
LPL Financial
Financial Advisory Corp
Stratos Wealth Advisors
Golub Group
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2026 Term T