ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

Valmark Advisers, Inc.'s Holding History (CIK: 0001380443)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 74,378 Value ($000) $1,907 Avg Close Range
Q3 2025
Shares 64,331 Value ($000) $1,651 Avg Close Range
Q2 2025
Shares 63,358 Value ($000) $1,623 Avg Close Range
Q1 2025
Shares 58,248 Value ($000) $1,489 Avg Close Range
Q4 2024
Shares 61,241 Value ($000) $1,559 Avg Close Range
Q3 2024
Shares 49,025 Value ($000) $1,258 Avg Close Range
Q2 2024
Shares 53,393 Value ($000) $1,352 Avg Close Range
Q1 2024
Shares 43,661 Value ($000) $1,107 Avg Close Range
Q4 2023
Shares 37,505 Value ($000) $957 Avg Close Range
Q3 2023
Shares 36,151 Value ($000) $897 Avg Close Range
Q2 2023
Shares 31,848 Value ($000) $802 Avg Close Range
Q1 2023
Shares 24,901 Value ($000) $636 Avg Close Range
Q4 2022
Shares 25,116 Value ($000) $633 Avg Close Range
Q3 2022
Shares 16,782 Value ($000) $413 Avg Close Range
Q2 2022
Shares 18,595 Value ($000) $471 Avg Close Range
Q1 2022
Shares 20,645 Value ($000) $527 Avg Close Range
Q4 2021
Shares 21,007 Value ($000) $565 Avg Close Range
Q3 2021
Shares 20,596 Value ($000) $554 Avg Close Range
Q2 2021
Shares 19,560 Value ($000) $528 Avg Close Range
Q1 2021
Shares 16,819 Value ($000) $451 Avg Close Range
Q4 2020
Shares 13,638 Value ($000) $369 Avg Close Range