Valmark Advisers’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Valmark Advisers’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.19M	Buy	101,265 +26,496	+35%	+$575K	0.02%	258
2026 Q1	$1.63M	Sell	74,769 -1,420	-2%	-$31.1K	0.02%	277
2025 Q4	$1.67M	Buy	76,189 +25,865	+51%	+$568K	0.02%	274
2025 Q3	$1.1M	Buy	50,324 +2,827	+6%	+$61.9K	0.01%	321
2025 Q2	$1.04M	Buy	47,497 +6,507	+16%	+$142K	0.01%	325
2025 Q1	$892K	Buy	40,990 +2,399	+6%	+$51.5K	0.01%	331
2024 Q4	$823K	Buy	38,591 +9,561	+33%	+$206K	0.01%	340
2024 Q3	$642K	Buy	29,030 +7,206	+33%	+$157K	0.01%	375
2024 Q2	$466K	Buy	21,824 +3,187	+17%	+$67.6K	0.01%	404
2024 Q1	$401K	Buy	+18,637	New	+$402K	0.01%	412

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers's IBTJ Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 35% in Q2 2026, buying an estimated $575K and bringing the position to 101,265 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #258.

Valmark Advisers first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Valmark Advisers held 101,265 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $2.19M as of Q2 2026.
Valmark Advisers bought 26,496 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $575K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #258 holding.
Valmark Advisers first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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