Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 97,179 shares of IBDU stock, worth $2.26 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

97,179

Previous 81,606 19.08%

Holding current value

$2.26 Million

Previous $1.89 Million 20.14%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$22.7 - $23.33 $353,507 - $363,318	15,573 Added 19.08%	97,179 $2.27 Million
Q1 2025 Apr 22, 2025	BUY	$22.61 - $23.14 $349,392 - $357,582	15,453 Added 23.36%	81,606 $1.89 Million
Q4 2024 Jan 30, 2025	BUY	$22.71 - $23.47 $320,915 - $331,654	14,131 Added 27.16%	66,153 $1.51 Million
Q3 2024 Oct 25, 2024	BUY	$22.51 - $23.57 $449,794 - $470,975	19,982 Added 62.37%	52,022 $1.22 Million
Q2 2024 Jul 31, 2024	BUY	$22.29 - $22.77 $410,849 - $419,696	18,432 Added 135.45%	32,040 $726,000
Q1 2024 May 03, 2024	BUY	$22.61 - $23.1 $307,676 - $314,344	13,608 New	13,608 $310,000

Others Institutions Holding IBDU

# of Institutions

305

Shares Held

91.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History