Valmark Advisers
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Valmark Advisers’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Valmark Advisers’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 141
2026
Q1 		– Hold
0
– – – 148
2025
Q4 		– Hold
0
– – – 151
2025
Q3 		– Hold
0
– – – 148
2025
Q2 		– Hold
0
– – – 141
2025
Q1 		– Hold
0
– – – 142
2024
Q4 		– Hold
0
– – – 156
2024
Q3 		– Hold
0
– – – 213
2024
Q2 		– Hold
0
– – – 235
2024
Q1 		– Hold
0
– – – 291
2023
Q4 		– Hold
0
– – – 441
2023
Q3 		– Hold
0
– – – 447

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return