Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Valmark Advisers, Inc.

$7.88 Billion
Q4 2025

A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Valmark Advisers, Inc. holds 139,906 shares of IBDT stock, worth $3.56 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

139,906

Previous 106,507 31.36%

Holding current value

$3.56 Million

Previous $2.72 Million 30.83%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$25.38 - $25.57 $847,666 - $854,012	33,399 Added 31.36%	139,906 $3.56 Million
Q3 2025 Oct 23, 2025	SELL	$25.24 - $25.56 $152,121 - $154,050	-6,027 Reduced 5.36%	106,507 $2.72 Million
Q2 2025 Jul 23, 2025	BUY	$24.94 - $25.42 $456,451 - $465,236	18,302 Added 19.42%	112,534 $2.86 Million
Q1 2025 Apr 22, 2025	BUY	$24.79 - $25.26 $429,734 - $437,882	17,335 Added 22.54%	94,232 $2.38 Million
Q4 2024 Jan 30, 2025	BUY	$24.82 - $25.48 $723,974 - $743,226	29,169 Added 61.12%	76,897 $1.91 Million

Q3 2024 Oct 25, 2024	BUY	$24.62 - $25.59 $452,490 - $470,318	18,379 Added 62.62%	47,728 $1.22 Million
Q2 2024 Jul 31, 2024	BUY	$24.4 - $24.86 $412,555 - $420,332	16,908 Added 135.91%	29,349 $726,000
Q1 2024 May 03, 2024	BUY	$24.69 - $25.14 $307,168 - $312,766	12,441 New	12,441 $309,000

Others Institutions Holding IBDT

# of Institutions

422

Shares Held

99M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Valmark Advisers, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History