Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 158,472 shares of IBDR stock, worth $3.76 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

158,472

Previous 139,487 13.61%

Holding current value

$3.76 Million

Previous $3.31 Million 13.62%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	N/A	18,985 Added 13.61%	158,472 $3.76 Million
Q1 2025 Apr 22, 2025	BUY	N/A	19,127 Added 15.89%	139,487 $3.31 Million
Q4 2024 Jan 30, 2025	BUY	N/A	47,322 Added 64.79%	120,360 $2.86 Million
Q3 2024 Oct 25, 2024	BUY	$23.75 - $23.75 $393,015 - $393,015	16,548 Added 29.29%	73,038 $1.73 Million
Q2 2024 Jul 31, 2024	BUY	$23.65 - $23.82 $470,043 - $473,422	19,875 Added 54.28%	56,490 $1.35 Million
Q1 2024 May 03, 2024	BUY	$23.76 - $23.98 $599,203 - $604,751	25,219 Added 221.3%	36,615 $873,000
Q4 2023 Feb 02, 2024	BUY	$23.15 - $23.9 $48,915 - $50,500	2,113 Added 22.76%	11,396 $272,000
Q3 2023 Nov 07, 2023	BUY	$23.28 - $23.6 $216,108 - $219,078	9,283 New	9,283 $216,000

Others Institutions Holding IBDR

# of Institutions

457

Shares Held

114M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History