Valmark Advisers’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Valmark Advisers’s Portfolio IBDZ Stock Details IBDZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$655K	Buy	25,129 +4,254	+20%	+$111K	0.01%	447
2026 Q1	$544K	Buy	20,875 +5,392	+35%	+$142K	0.01%	452
2025 Q4	$408K	Buy	15,483 +4,075	+36%	+$108K	0.01%	482
2025 Q3	$302K	Buy	11,408 +2,912	+34%	+$76.2K	﹤0.01%	550
2025 Q2	$222K	Hold	8,496	–	–	﹤0.01%	614
2025 Q1	$219K	Buy	+8,496	New	+$217K	﹤0.01%	586

Other funds holding IBDZ

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

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

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

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Valmark Advisers's IBDZ Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 20% in Q2 2026, buying an estimated $111K and bringing the position to 25,129 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #447.

Valmark Advisers first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Valmark Advisers held 25,129 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $655K as of Q2 2026.
Valmark Advisers bought 4,254 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $111K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #447 holding.
Valmark Advisers first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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