LIA
IBHD

LBMC Investment Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

LBMC Investment Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-80,974
Closed -$1.89M – 210
2024
Q3 		$1.89M Buy
80,974
+493
+0.6% +$11.4K 0.15% 56
2024
Q2 		$1.87M Buy
80,481
+9,062
+13% +$210K 0.16% 54
2024
Q1 		$1.67M Buy
71,419
+30,436
+74% +$708K 0.14% 56
2023
Q4 		$951K Sell
40,983
-333
-0.8% -$7.7K 0.09% 62
2023
Q3 		$950K Buy
41,316
+247
+0.6% +$5.71K 0.1% 57
2023
Q2 		$948K Buy
41,069
+4,550
+12% +$104K 0.09% 61
2023
Q1 		$845K Buy
36,519
+8,084
+28% +$186K 0.09% 67
2022
Q4 		$646K Buy
28,435
+7,833
+38% +$177K 0.07% 75
2022
Q3 		$459K Buy
20,602
+2,627
+15% +$59.6K 0.05% 90
2022
Q2 		$399K Buy
+17,975
New +$414K 0.04% 93

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LBMC Investment Advisors's IBHD Position: Q4 2024 in Review

LBMC Investment Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 80,974 shares — an estimated $1.89M sold.

LBMC Investment Advisors first reported a position in IBHD in Q2 2022 and held it in 10 quarters. The position peaked at $1.89M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • LBMC Investment Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • LBMC Investment Advisors sold 80,974 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.89M.
  • LBMC Investment Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2022 and held it in 10 quarters.
  • LBMC Investment Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.89M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on LBMC Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.