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Ishares Ibonds Dec 2027 Term T shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 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 2027 Term T by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 71k 22.20
2024-09-30 $1.3M 55k 22.64
2024-06-30 $797k 36k 22.08
2024-03-31 $538k 24k 22.16
2023-12-31 $243k 11k 22.39

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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 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
Bank of America Corporation
Wells Fargo & Company
Goss Wealth Management
Confluence Investment Management
Envestnet Asset Management
Stratos Wealth Partners
Integrated Wealth Concepts
Raymond James Financial
Essential Planning
UBS Group
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company

View all funds holding Ishares Ibonds Dec 2027 Term T