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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 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 2029 Term T by ValMark Advisers

Quarter filed Position value Share count Share price at filing
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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Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Global Reit Etf (REET)
Flexshares Tr Mornstar Upstr (GUNR)
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View all positions for ValMark Advisers

Top funds holding Ishares Ibonds Dec 2029 Term T

Wells Fargo & Company
Atwood & Palmer
Raymond James Financial Services Advisors
Hengehold Capital Management
Bank of America Corporation
Commonwealth Equity Services
Journey Advisory Group
Waycross Investment Management
Envestnet Asset Management
Confluence Investment Management
Probity Advisors
Fagan Associates
Spreng Capital Management
Shelton Wealth Management
D.A. Davidson & Co.

View all funds holding Ishares Ibonds Dec 2029 Term T