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Valmark Advisers’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Valmark Advisers’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.24M Buy
107,229
+9,089
+9% +$192K 0.03% 232
2025
Q4 		$2.08M Buy
98,140
+80,624
+460% +$1.71M 0.03% 237
2025
Q3 		$372K Buy
17,516
+5,708
+48% +$120K ﹤0.01% 498
2025
Q2 		$248K Buy
11,808
+1,235
+12% +$25.5K ﹤0.01% 587
2025
Q1 		$219K Buy
+10,573
New +$217K ﹤0.01% 583

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valmark Advisers's IBDW Position: Q1 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 9.3% in Q1 2026, buying an estimated $192K and bringing the position to 107,229 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #232.

Valmark Advisers first reported a position in IBDW in Q1 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Valmark Advisers held 107,229 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.24M as of Q1 2026.
  • Valmark Advisers bought 9,089 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $192K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Valmark Advisers's portfolio in Q1 2026, its #232 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.