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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
Q2 		$2.1M Buy
82,750
+11,351
+16% +$288K 0.02% 262
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 $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Valmark Advisers's IBMR Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 16% in Q2 2026, buying an estimated $288K and bringing the position to 82,750 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #262.

Valmark Advisers first reported a position in IBMR in Q1 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Valmark Advisers held 82,750 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.1M as of Q2 2026.
  • Valmark Advisers bought 11,351 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $288K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #262 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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