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Ishares Tr ibnd dec25 etf shares owned by ValMark Advisers

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 64k 24.81
2023-12-31 $672k 27k 24.76
2023-09-30 $608k 25k 24.37
2023-06-30 $447k 18k 24.38
2023-03-31 $301k 12k 24.53

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
UBS Group
Mercer Global Advisors
Envestnet Asset Management
Capital Advisors
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Goss Wealth Management
Raymond James Financial Services Advisors
Royal Bank of Canada
Us Bancorp
Gratus Wealth Advisors
Stifel Financial

View all funds holding Ishares Tr ibnd dec25 etf