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 Q2	$4.2M	Buy	181,412 +35,302	+24%	+$818K	0.04%	173
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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Valmark Advisers's IBDU Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 24% in Q2 2026, buying an estimated $818K and bringing the position to 181,412 shares worth $4.2M. The position accounts for 0.04% of the portfolio, ranked #173.

Valmark Advisers first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Valmark Advisers held 181,412 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.2M as of Q2 2026.
Valmark Advisers bought 35,302 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $818K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Valmark Advisers's portfolio in Q2 2026, its #173 holding.
Valmark Advisers first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.