LBMC Investment Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

LBMC Investment Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.3M	Buy	1,161,706 +37,876	+3%	+$862K	1.43%	15
2026 Q1	$25.8M	Buy	1,123,830 +17,634	+2%	+$406K	1.57%	13
2025 Q4	$25.5M	Buy	1,106,196 +67,553	+7%	+$1.57M	1.57%	12
2025 Q3	$24.3M	Buy	1,038,643 +184,325	+22%	+$4.29M	1.55%	11
2025 Q2	$19.8M	Buy	854,318 +99,009	+13%	+$2.28M	1.42%	11
2025 Q1	$17.5M	Buy	755,309 +325,434	+76%	+$7.58M	1.37%	12
2024 Q4	$9.95M	Buy	429,875 +217,764	+103%	+$5.06M	0.78%	22
2024 Q3	$4.97M	Buy	212,111 +44,776	+27%	+$1.03M	0.39%	36
2024 Q2	$3.83M	Buy	167,335 +62,205	+59%	+$1.42M	0.33%	38
2024 Q1	$2.42M	Buy	+105,130	New	+$2.41M	0.21%	45

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 3.4% in Q2 2026, buying an estimated $862K and bringing the position to 1,161,706 shares worth $26.3M. The position accounts for 1.43% of the portfolio, ranked #15.

LBMC Investment Advisors first reported a position in IBHF in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

LBMC Investment Advisors held 1,161,706 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $26.3M as of Q2 2026.
LBMC Investment Advisors bought 37,876 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $862K.
iShares iBonds 2026 Term High Yield and Income ETF made up 1.43% of LBMC Investment Advisors's portfolio in Q2 2026, its #15 holding.
LBMC Investment Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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