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Valmark Advisers’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Valmark Advisers’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$727K Buy
28,841
+4,425
+18% +$112K 0.01% 418
2026
Q1 		$617K Buy
24,416
+5,172
+27% +$132K 0.01% 429
2025
Q4 		$491K Buy
19,244
+4,219
+28% +$108K 0.01% 448
2025
Q3 		$385K Buy
15,025
+5,258
+54% +$133K 0.01% 490
2025
Q2 		$247K Buy
9,767
+990
+11% +$24.6K ﹤0.01% 589
2025
Q1 		$219K Buy
+8,777
New +$217K ﹤0.01% 584

Other funds holding IBDX

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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers's IBDX Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 18% in Q2 2026, buying an estimated $112K and bringing the position to 28,841 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #418.

Valmark Advisers first reported a position in IBDX in Q1 2025 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Valmark Advisers held 28,841 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $727K as of Q2 2026.
  • Valmark Advisers bought 4,425 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $112K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #418 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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