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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.74M Buy
195,185
+72,232
+59% +$1.75M 0.34% 42
2025
Q1
$2.97M Buy
122,953
+53,572
+77% +$1.3M 0.23% 48
2024
Q4
$1.66M Buy
69,381
+57,751
+497% +$1.38M 0.13% 62
2024
Q3
$283K Buy
+11,630
New +$283K 0.02% 157