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LBMC Investment Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

LBMC Investment Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$550K Hold
21,370
– – 0.03% 150
2026
Q1 		$552K Hold
21,370
– – 0.03% 145
2025
Q4 		$559K Buy
21,370
+6,060
+40% +$159K 0.03% 131
2025
Q3 		$402K Hold
15,310
– – 0.03% 157
2025
Q2 		$397K Buy
+15,310
New +$388K 0.03% 141

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

LBMC Investment Advisors held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 21,370 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #150.

LBMC Investment Advisors first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $559K in Q4 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • LBMC Investment Advisors held 21,370 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $550K as of Q2 2026.
  • LBMC Investment Advisors left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • LBMC Investment Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $559K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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