VA
IBDZ

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
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

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 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 IBDZ Position: Q1 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 35% in Q1 2026, buying an estimated $142K and bringing the position to 20,875 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #452.

Valmark Advisers first reported a position in IBDZ in Q1 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Valmark Advisers held 20,875 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $544K as of Q1 2026.
  • Valmark Advisers bought 5,392 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $142K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #452 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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