Ishares Ibonds Dec 2029 Term T shares owned by ValMark Advisers
Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Ishares Ibonds Dec 2029 Term T
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Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 50k | 21.96 |
| 2025-06-30 | $1.0M | 48k | 21.92 |
| 2025-03-31 | $892k | 41k | 21.77 |
| 2024-12-31 | $823k | 39k | 21.33 |
| 2024-09-30 | $642k | 29k | 22.11 |
| 2024-06-30 | $466k | 22k | 21.37 |
| 2024-03-31 | $401k | 19k | 21.50 |
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