VA
IBMT

Valmark Advisers’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Valmark Advisers’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$755K Buy
29,431
+1,975
+7% +$51.5K 0.01% 399
2025
Q4 		$712K Buy
+27,456
New +$712K 0.01% 390

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Valmark Advisers's IBMT Position: Q1 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 7.2% in Q1 2026, buying an estimated $51.5K and bringing the position to 29,431 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #399.

Valmark Advisers first reported a position in IBMT in Q4 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Valmark Advisers held 29,431 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $755K as of Q1 2026.
  • Valmark Advisers bought 1,975 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $51.5K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #399 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.