Valmark Advisers’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Valmark Advisers’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.4M	Buy	146,110 +13,977	+11%	+$327K	0.04%	179
2025 Q4	$3.09M	Buy	132,133 +40,600	+44%	+$951K	0.04%	184
2025 Q3	$2.15M	Sell	91,533 -5,646	-6%	-$132K	0.03%	222
2025 Q2	$2.27M	Buy	97,179 +15,573	+19%	+$359K	0.03%	207
2025 Q1	$1.89M	Buy	81,606 +15,453	+23%	+$354K	0.03%	219
2024 Q4	$1.51M	Buy	66,153 +14,131	+27%	+$326K	0.02%	251
2024 Q3	$1.22M	Buy	52,022 +19,982	+62%	+$463K	0.02%	270
2024 Q2	$726K	Buy	32,040 +18,432	+135%	+$416K	0.01%	334
2024 Q1	$311K	Buy	+13,608	New	+$310K	0.01%	448

Other funds holding IBDU

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return