VA
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Valmark Advisers’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Valmark Advisers’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.81M Buy
71,399
+5,677
+9% +$145K 0.02% 261
2025
Q4 		$1.67M Buy
65,722
+38,252
+139% +$972K 0.02% 275
2025
Q3 		$701K Buy
27,470
+2,493
+10% +$63.4K 0.01% 381
2025
Q2 		$630K Buy
24,977
+2,973
+14% +$74.2K 0.01% 408
2025
Q1 		$551K Buy
22,004
+365
+2% +$9.15K 0.01% 408
2024
Q4 		$541K Buy
21,639
+4,035
+23% +$102K 0.01% 401
2024
Q3 		$449K Sell
17,604
-2,388
-12% -$60.2K 0.01% 434
2024
Q2 		$497K Buy
19,992
+6,148
+44% +$153K 0.01% 389
2024
Q1 		$349K Buy
+13,844
New +$352K 0.01% 430

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return