LBMC Investment Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.07M	Buy	280,115 +47,557	+20%	+$1.2M	0.38%	41
2026 Q1	$5.89M	Buy	232,558 +25,900	+13%	+$659K	0.36%	42
2025 Q4	$5.26M	Buy	206,658 +19,907	+11%	+$507K	0.32%	45
2025 Q3	$4.77M	Buy	186,751 +33,041	+21%	+$840K	0.3%	47
2025 Q2	$3.91M	Buy	153,710 +68,294	+80%	+$1.72M	0.28%	49
2025 Q1	$2.16M	Buy	85,416 +21,049	+33%	+$527K	0.17%	57
2024 Q4	$1.6M	Buy	64,367 +52,662	+450%	+$1.32M	0.13%	65
2024 Q3	$299K	Buy	+11,705	New	+$295K	0.02%	152

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

LBMC Investment Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 20% in Q2 2026, buying an estimated $1.2M and bringing the position to 280,115 shares worth $7.07M. The position accounts for 0.38% of the portfolio, ranked #41.

LBMC Investment Advisors first reported a position in IBDT in Q3 2024 and has held it in 8 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

LBMC Investment Advisors held 280,115 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $7.07M as of Q2 2026.
LBMC Investment Advisors bought 47,557 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.2M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.38% of LBMC Investment Advisors's portfolio in Q2 2026, its #41 holding.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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