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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
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 $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LBMC Investment Advisors held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2026 at 21,370 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #145.

LBMC Investment Advisors first reported a position in IBDY in Q2 2025 and has held it in 4 quarters since. The position peaked at $559K in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • LBMC Investment Advisors held 21,370 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $552K as of Q1 2026.
  • LBMC Investment Advisors left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q1 2026, its #145 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • LBMC Investment Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $559K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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