Valmark Advisers’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Valmark Advisers’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.41M	Buy	156,449 +34,088	+28%	+$744K	0.04%	196
2026 Q1	$2.68M	Buy	122,361 +17,298	+16%	+$381K	0.03%	204
2025 Q4	$2.32M	Buy	105,063 +28,542	+37%	+$631K	0.03%	220
2025 Q3	$1.69M	Sell	76,521 -7,014	-8%	-$154K	0.02%	257
2025 Q2	$1.84M	Buy	83,535 +17,433	+26%	+$378K	0.03%	238
2025 Q1	$1.44M	Buy	66,102 +16,249	+33%	+$349K	0.02%	262
2024 Q4	$1.06M	Buy	+49,853	New	+$1.08M	0.02%	297

Other funds holding IBDV

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

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

Valmark Advisers's IBDV Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 28% in Q2 2026, buying an estimated $744K and bringing the position to 156,449 shares worth $3.41M. The position accounts for 0.04% of the portfolio, ranked #196.

Valmark Advisers first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Valmark Advisers held 156,449 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.41M as of Q2 2026.
Valmark Advisers bought 34,088 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $744K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Valmark Advisers's portfolio in Q2 2026, its #196 holding.
Valmark Advisers first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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