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 Q2	$2.92M	Buy	140,059 +32,830	+31%	+$685K	0.03%	213
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 $14.6B AUM 22.78% 1-Year Est. Return

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Valmark Advisers's IBDW Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 31% in Q2 2026, buying an estimated $685K and bringing the position to 140,059 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #213.

Valmark Advisers first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Valmark Advisers held 140,059 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.92M as of Q2 2026.
Valmark Advisers bought 32,830 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $685K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #213 holding.
Valmark Advisers first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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