LIA
IBDZ

LBMC Investment Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

LBMC Investment Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$380K Hold
14,600
– – 0.02% 173
2025
Q4 		$385K Hold
14,600
– – 0.02% 159
2025
Q3 		$386K Hold
14,600
– – 0.02% 164
2025
Q2 		$381K Buy
+14,600
New +$373K 0.03% 145

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LBMC Investment Advisors held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q1 2026 at 14,600 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #173.

LBMC Investment Advisors first reported a position in IBDZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $386K in Q3 2025. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • LBMC Investment Advisors held 14,600 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $380K as of Q1 2026.
  • LBMC Investment Advisors left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of LBMC Investment Advisors's portfolio in Q1 2026, its #173 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • LBMC Investment Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $386K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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