LBMC Investment Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.8M	Buy	1,616,618 +41,965	+3%	+$932K	2.18%	8
2025 Q4	$35.1M	Buy	1,574,653 +115,957	+8%	+$2.59M	2.16%	8
2025 Q3	$32.8M	Buy	1,458,696 +293,075	+25%	+$6.58M	2.09%	8
2025 Q2	$26.3M	Buy	1,165,621 +308,502	+36%	+$6.86M	1.87%	9
2025 Q1	$19.1M	Buy	857,119 +316,705	+59%	+$7.09M	1.5%	10
2024 Q4	$12M	Buy	540,414 +193,264	+56%	+$4.33M	0.95%	17
2024 Q3	$7.85M	Buy	347,150 +152,044	+78%	+$3.39M	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	+$2.42M	0.21%	44

Other funds holding IBHG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

FDCDDQ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LBMC Investment Advisors's IBHG Position: Q1 2026 in Review

LBMC Investment Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 2.7% in Q1 2026, buying an estimated $932K and bringing the position to 1,616,618 shares worth $35.8M. The position accounts for 2.18% of the portfolio, ranked #8.

LBMC Investment Advisors first reported a position in IBHG in Q1 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

LBMC Investment Advisors held 1,616,618 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $35.8M as of Q1 2026.
LBMC Investment Advisors bought 41,965 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $932K.
iShares iBonds 2027 Term High Yield and Income ETF made up 2.18% of LBMC Investment Advisors's portfolio in Q1 2026, its #8 holding.
LBMC Investment Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.