LBMC Investment Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.51M	Buy	367,266 +59,694	+19%	+$1.38M	0.46%	35
2026 Q1	$7.15M	Buy	307,572 +33,708	+12%	+$789K	0.44%	35
2025 Q4	$6.41M	Buy	273,864 +31,809	+13%	+$745K	0.39%	37
2025 Q3	$5.68M	Buy	242,055 +49,401	+26%	+$1.15M	0.36%	41
2025 Q2	$4.49M	Buy	192,654 +50,124	+35%	+$1.16M	0.32%	46
2025 Q1	$3.3M	Buy	+142,530	New	+$3.27M	0.26%	47

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

LBMC Investment Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 19% in Q2 2026, buying an estimated $1.38M and bringing the position to 367,266 shares worth $8.51M. The position accounts for 0.46% of the portfolio, ranked #35.

LBMC Investment Advisors first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

LBMC Investment Advisors held 367,266 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $8.51M as of Q2 2026.
LBMC Investment Advisors bought 59,694 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.38M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.46% of LBMC Investment Advisors's portfolio in Q2 2026, its #35 holding.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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