ValMark Advisers »

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 Term T held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2026 Term T by ValMark Advisers

Quarter filed Position value Share count Share price at filing
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

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
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 Inter Term Treas (VGIT)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for ValMark Advisers

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Colony
Capital Investment Advisors
Bank of America Corporation
Wells Fargo & Company
Bailard
Northwestern Mutual Wealth Management Company
Goss Wealth Management
UBS Group
Apollon Wealth Management
Monumental Financial Group
Integrated Wealth Concepts
LPL Financial
Stratos Wealth Partners
Raymond James Financial Services Advisors

View all funds holding Ishares Ibonds Dec 2026 Term T