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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LBMC Investment Advisors's IBDR Position: Q1 2026 in Review

LBMC Investment Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026: 211,425 shares worth $5.12M. The stake represents 0.31% of the portfolio and ranks #46 among its holdings. This is a return to the name: LBMC Investment Advisors previously reported a position in IBDR as recently as Q3 2025.

LBMC Investment Advisors first reported a position in IBDR in Q4 2024 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

LBMC Investment Advisors held 211,425 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.12M as of Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new LBMC Investment Advisors position in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.31% of LBMC Investment Advisors's portfolio in Q1 2026, its #46 holding.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 5 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.