VA
IBMS

Valmark Advisers’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Valmark Advisers’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$807K Buy
31,178
+1,627
+6% +$42.1K 0.01% 402
2026
Q1 		$763K Buy
29,551
+2,193
+8% +$57.4K 0.01% 397
2025
Q4 		$713K Buy
27,358
+1,085
+4% +$28.2K 0.01% 389
2025
Q3 		$685K Buy
26,273
+2,373
+10% +$61.4K 0.01% 386
2025
Q2 		$613K Buy
23,900
+2,318
+11% +$58.7K 0.01% 413
2025
Q1 		$548K Buy
21,582
+405
+2% +$10.3K 0.01% 409
2024
Q4 		$537K Buy
+21,177
New +$541K 0.01% 403

Other funds holding IBMS

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 $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Valmark Advisers's IBMS Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 5.5% in Q2 2026, buying an estimated $42.1K and bringing the position to 31,178 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #402.

Valmark Advisers first reported a position in IBMS in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Valmark Advisers held 31,178 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $807K as of Q2 2026.
  • Valmark Advisers bought 1,627 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $42.1K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #402 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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