VA
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Valmark Advisers’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Valmark Advisers’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Sell
79,527
-1,377
-2% -$30.8K 0.02% 267
2025
Q4 		$1.81M Buy
80,904
+9,032
+13% +$202K 0.02% 259
2025
Q3 		$1.61M Sell
71,872
-17,098
-19% -$382K 0.02% 265
2025
Q2 		$1.99M Buy
88,970
+11,750
+15% +$261K 0.03% 223
2025
Q1 		$1.72M Buy
77,220
+6,413
+9% +$141K 0.03% 232
2024
Q4 		$1.55M Buy
70,807
+42,265
+148% +$932K 0.02% 246
2024
Q3 		$642K Buy
28,542
+7,175
+34% +$160K 0.01% 374
2024
Q2 		$466K Buy
21,367
+3,168
+17% +$68.8K 0.01% 403
2024
Q1 		$399K Buy
+18,199
New +$401K 0.01% 413

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return