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Valmark Advisers’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Valmark Advisers’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.36M Buy
91,901
+10,548
+13% +$270K 0.03% 243
2026
Q1 		$2.09M Buy
81,353
+6,975
+9% +$179K 0.02% 243
2025
Q4 		$1.91M Buy
74,378
+10,047
+16% +$257K 0.02% 248
2025
Q3 		$1.65M Buy
64,331
+973
+2% +$25K 0.02% 262
2025
Q2 		$1.62M Buy
63,358
+5,110
+9% +$130K 0.02% 256
2025
Q1 		$1.49M Sell
58,248
-2,993
-5% -$76.4K 0.02% 253
2024
Q4 		$1.56M Buy
61,241
+12,216
+25% +$312K 0.02% 245
2024
Q3 		$1.26M Sell
49,025
-4,368
-8% -$111K 0.02% 266
2024
Q2 		$1.35M Buy
53,393
+9,732
+22% +$246K 0.02% 234
2024
Q1 		$1.11M Buy
43,661
+6,156
+16% +$157K 0.02% 255
2023
Q4 		$957K Buy
37,505
+1,354
+4% +$34K 0.02% 261
2023
Q3 		$897K Buy
36,151
+4,303
+14% +$108K 0.02% 238
2023
Q2 		$802K Buy
31,848
+6,947
+28% +$175K 0.02% 259
2023
Q1 		$636K Sell
24,901
-215
-0.9% -$5.45K 0.01% 284
2022
Q4 		$633K Buy
25,116
+8,334
+50% +$208K 0.01% 274
2022
Q3 		$413K Sell
16,782
-1,813
-10% -$46K 0.01% 309
2022
Q2 		$471K Sell
18,595
-2,050
-10% -$51.6K 0.01% 300
2022
Q1 		$527K Sell
20,645
-362
-2% -$9.46K 0.01% 295
2021
Q4 		$565K Buy
21,007
+411
+2% +$11K 0.01% 267
2021
Q3 		$554K Buy
20,596
+1,036
+5% +$28K 0.01% 266
2021
Q2 		$528K Buy
19,560
+2,741
+16% +$73.9K 0.01% 277
2021
Q1 		$451K Buy
16,819
+3,181
+23% +$85.8K 0.01% 284
2020
Q4 		$369K Buy
+13,638
New +$368K 0.01% 279

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers's IBMO Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 13% in Q2 2026, buying an estimated $270K and bringing the position to 91,901 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #243.

Valmark Advisers first reported a position in IBMO in Q4 2020 and has held it in 23 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Valmark Advisers held 91,901 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $2.36M as of Q2 2026.
  • Valmark Advisers bought 10,548 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $270K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #243 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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