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 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 $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return