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LBMC Investment Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

LBMC Investment Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Buy
59,937
+129
+0.2% +$3.25K 0.08% 95
2026
Q1 		$1.51M Buy
59,808
+10,663
+22% +$272K 0.09% 87
2025
Q4 		$1.25M Buy
49,145
+5,650
+13% +$145K 0.08% 91
2025
Q3 		$1.11M Hold
43,495
– – 0.07% 98
2025
Q2 		$1.1M Buy
+43,495
New +$1.08M 0.08% 86

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.22% in Q2 2026, buying an estimated $3.25K and bringing the position to 59,937 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #95.

LBMC Investment Advisors first reported a position in IBDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q1 2026. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • LBMC Investment Advisors held 59,937 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.51M as of Q2 2026.
  • LBMC Investment Advisors bought 129 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $3.25K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.08% of LBMC Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • LBMC Investment Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.51M in Q1 2026.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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