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Valmark Advisers’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Valmark Advisers’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25M Buy
87,768
+9,588
+12% +$245K 0.02% 253
2026
Q1 		$2M Buy
78,180
+5,253
+7% +$135K 0.02% 246
2025
Q4 		$1.87M Buy
72,927
+10,435
+17% +$266K 0.02% 253
2025
Q3 		$1.6M Buy
62,492
+2,850
+5% +$72.9K 0.02% 266
2025
Q2 		$1.52M Buy
59,642
+6,129
+11% +$154K 0.02% 267
2025
Q1 		$1.35M Sell
53,513
-485
-0.9% -$12.3K 0.02% 266
2024
Q4 		$1.36M Buy
53,998
+36,492
+208% +$925K 0.02% 266
2024
Q3 		$449K Sell
17,506
-2,287
-12% -$58K 0.01% 435
2024
Q2 		$495K Buy
19,793
+2,024
+11% +$50.7K 0.01% 390
2024
Q1 		$449K Sell
17,769
-2,287
-11% -$58.1K 0.01% 395
2023
Q4 		$513K Sell
20,056
-333
-2% -$8.28K 0.01% 348
2023
Q3 		$498K Sell
20,389
-1,354
-6% -$33.8K 0.01% 331
2023
Q2 		$547K Buy
21,743
+4,743
+28% +$120K 0.01% 317
2023
Q1 		$435K Buy
17,000
+576
+4% +$14.6K 0.01% 343
2022
Q4 		$412K Buy
+16,424
New +$405K 0.01% 332

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Valmark Advisers's IBMQ Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 12% in Q2 2026, buying an estimated $245K and bringing the position to 87,768 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #253.

Valmark Advisers first reported a position in IBMQ in Q4 2022 and has held it in 15 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Valmark Advisers held 87,768 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.25M as of Q2 2026.
  • Valmark Advisers bought 9,588 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $245K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #253 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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