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Valmark Advisers’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Valmark Advisers’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.26M Buy
88,719
+11,826
+15% +$300K 0.02% 251
2026
Q1 		$1.96M Buy
76,893
+5,492
+8% +$140K 0.02% 248
2025
Q4 		$1.81M Buy
71,401
+6,001
+9% +$152K 0.02% 258
2025
Q3 		$1.67M Buy
65,400
+837
+1% +$21.3K 0.02% 260
2025
Q2 		$1.64M Buy
64,563
+5,035
+8% +$127K 0.02% 254
2025
Q1 		$1.5M Sell
59,528
-2,542
-4% -$64.2K 0.02% 249
2024
Q4 		$1.56M Buy
62,070
+17,007
+38% +$430K 0.02% 243
2024
Q3 		$1.15M Buy
45,063
+1,386
+3% +$35K 0.02% 280
2024
Q2 		$1.09M Buy
43,677
+4,054
+10% +$101K 0.02% 268
2024
Q1 		$997K Buy
39,623
+7,475
+23% +$189K 0.02% 271
2023
Q4 		$817K Buy
32,148
+11,676
+57% +$290K 0.02% 285
2023
Q3 		$501K Sell
20,472
-1,399
-6% -$34.8K 0.01% 330
2023
Q2 		$548K Buy
21,871
+4,459
+26% +$112K 0.01% 316
2023
Q1 		$443K Buy
17,412
+451
+3% +$11.4K 0.01% 342
2022
Q4 		$425K Buy
16,961
+80
+0.5% +$1.98K 0.01% 329
2022
Q3 		$412K Sell
16,881
-1,841
-10% -$46.5K 0.01% 311
2022
Q2 		$471K Sell
18,722
-1,675
-8% -$41.9K 0.01% 301
2022
Q1 		$519K Sell
20,397
-391
-2% -$10.2K 0.01% 297
2021
Q4 		$562K Buy
+20,788
New +$561K 0.01% 268

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers's IBMP Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 15% in Q2 2026, buying an estimated $300K and bringing the position to 88,719 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #251.

Valmark Advisers first reported a position in IBMP in Q4 2021 and has held it in 19 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Valmark Advisers held 88,719 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.26M as of Q2 2026.
  • Valmark Advisers bought 11,826 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $300K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #251 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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