LIA
LBMC Investment Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3M | Buy |
1,165,621
+308,502
| +36% | +$6.95M | 1.87% | 9 |
|
|
2025
Q1 | $19.1M | Buy |
857,119
+316,705
| +59% | +$7.07M | 1.5% | 10 |
|
|
2024
Q4 | $12M | Buy |
540,414
+193,264
| +56% | +$4.3M | 0.95% | 17 |
|
|
2024
Q3 | $7.85M | Buy |
347,150
+152,044
| +78% | +$3.44M | 0.62% | 23 |
|
|
2024
Q2 | $4.3M | Buy |
195,106
+85,952
| +79% | +$1.89M | 0.37% | 35 |
|
|
2024
Q1 | $2.43M | Buy |
+109,154
| New | +$2.43M | 0.21% | 44 |
|