LBMC Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

LBMC Investment Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-211,425	Closed	-$5.12M	–	49
2026 Q1	$5.12M	Buy	+211,425	New	+$5.12M	0.31%	46
2025 Q4	–	Sell	-191,031	Closed	-$4.63M	–	46
2025 Q3	$4.64M	Buy	191,031 +47,729	+33%	+$1.16M	0.3%	49
2025 Q2	$3.48M	Buy	143,302 +96,477	+206%	+$2.33M	0.25%	50
2025 Q1	$1.13M	Buy	46,825 +18,475	+65%	+$446K	0.09%	80
2024 Q4	$682K	Buy	+28,350	New	+$683K	0.05%	99

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LBMC Investment Advisors's IBDR Position: Q2 2026 in Review

LBMC Investment Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 211,425 shares — an estimated $5.12M sold.

LBMC Investment Advisors first reported a position in IBDR in Q4 2024 and held it in 5 quarters. The position peaked at $5.12M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

LBMC Investment Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
LBMC Investment Advisors sold 211,425 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $5.12M.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and held it in 5 quarters.
LBMC Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $5.12M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.