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Valmark Advisers’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Valmark Advisers’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74M Buy
88,892
+28,891
+48% +$566K 0.02% 286
2026
Q1 		$1.18M Buy
60,001
+2,043
+4% +$40.5K 0.01% 328
2025
Q4 		$1.15M Buy
57,958
+4,174
+8% +$83K 0.01% 319
2025
Q3 		$1.07M Buy
53,784
+2,735
+5% +$54.1K 0.01% 324
2025
Q2 		$1.01M Buy
51,049
+6,964
+16% +$137K 0.01% 330
2025
Q1 		$867K Buy
44,085
+2,536
+6% +$49.1K 0.01% 335
2024
Q4 		$797K Buy
+41,549
New +$809K 0.01% 345

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Valmark Advisers's IBTK Position: Q2 2026 in Review

Valmark Advisers increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 48% in Q2 2026, buying an estimated $566K and bringing the position to 88,892 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #286.

Valmark Advisers first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Valmark Advisers held 88,892 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.74M as of Q2 2026.
  • Valmark Advisers bought 28,891 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $566K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #286 holding.
  • Valmark Advisers first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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