LBMC Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-259,209	Closed	-$6.27M	–	39
2026 Q1	$6.28M	Buy	+259,209	New	+$6.29M	0.38%	39
2025 Q4	–	Sell	-226,281	Closed	-$5.5M	–	39
2025 Q3	$5.51M	Buy	226,281 +31,096	+16%	+$754K	0.35%	42
2025 Q2	$4.74M	Buy	195,185 +72,232	+59%	+$1.74M	0.34%	42
2025 Q1	$2.97M	Buy	122,953 +53,572	+77%	+$1.29M	0.23%	48
2024 Q4	$1.66M	Buy	69,381 +57,751	+497%	+$1.39M	0.13%	62
2024 Q3	$283K	Buy	+11,630	New	+$280K	0.02%	157

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

LBMC Investment Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 259,209 shares — an estimated $6.27M sold.

LBMC Investment Advisors first reported a position in IBDS in Q3 2024 and held it in 6 quarters. The position peaked at $6.28M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

LBMC Investment Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
LBMC Investment Advisors sold 259,209 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $6.27M.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and held it in 6 quarters.
LBMC Investment Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.28M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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