LIA
IBDX icon

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
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 $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

LBMC Investment Advisors's IBDX Position: Q1 2026 in Review

LBMC Investment Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 22% in Q1 2026, buying an estimated $272K and bringing the position to 59,808 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #87.

LBMC Investment Advisors first reported a position in IBDX in Q2 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • LBMC Investment Advisors held 59,808 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.51M as of Q1 2026.
  • LBMC Investment Advisors bought 10,663 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $272K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.09% of LBMC Investment Advisors's portfolio in Q1 2026, its #87 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.