VA
IBTF

Valmark Advisers’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Valmark Advisers’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-128,347
Closed -$3M – 665
2025
Q3 		$3M Sell
128,347
-18,689
-13% -$436K 0.04% 173
2025
Q2 		$3.43M Buy
147,036
+10,021
+7% +$234K 0.05% 151
2025
Q1 		$3.2M Buy
137,015
+10,742
+9% +$251K 0.05% 147
2024
Q4 		$2.94M Buy
126,273
+16,767
+15% +$391K 0.05% 152
2024
Q3 		$2.56M Buy
109,506
+18,625
+20% +$434K 0.04% 162
2024
Q2 		$2.11M Buy
90,881
+12,911
+17% +$299K 0.04% 174
2024
Q1 		$1.81M Buy
77,970
+42,677
+121% +$992K 0.03% 184
2023
Q4 		$822K Buy
35,293
+8,877
+34% +$205K 0.02% 283
2023
Q3 		$610K Buy
26,416
+7,919
+43% +$183K 0.01% 294
2023
Q2 		$428K Buy
18,497
+8,731
+89% +$204K 0.01% 355
2023
Q1 		$230K Buy
+9,766
New +$228K ﹤0.01% 435

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Valmark Advisers's IBTF Position: Q4 2025 in Review

Valmark Advisers sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 128,347 shares — an estimated $3M sold.

Valmark Advisers first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $3.43M in Q2 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Valmark Advisers reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Valmark Advisers sold 128,347 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $3M.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • Valmark Advisers's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.43M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.