LIA
LBMC Investment Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.8M | Buy |
854,318
+99,009
| +13% | +$2.3M | 1.42% | 11 |
|
2025
Q1 | $17.5M | Buy |
755,309
+325,434
| +76% | +$7.56M | 1.37% | 12 |
|
2024
Q4 | $9.95M | Buy |
429,875
+217,764
| +103% | +$5.04M | 0.78% | 22 |
|
2024
Q3 | $4.97M | Buy |
212,111
+44,776
| +27% | +$1.05M | 0.39% | 36 |
|
2024
Q2 | $3.83M | Buy |
167,335
+62,205
| +59% | +$1.43M | 0.33% | 38 |
|
2024
Q1 | $2.42M | Buy |
+105,130
| New | +$2.42M | 0.21% | 45 |
|