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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
Q2 		$39.1M Buy
1,772,416
+155,798
+10% +$3.44M 2.12% 9
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 9.6% in Q2 2026, buying an estimated $3.44M and bringing the position to 1,772,416 shares worth $39.1M. The position accounts for 2.12% of the portfolio, ranked #9.

LBMC Investment Advisors first reported a position in IBHG in Q1 2024 and has held it in 10 quarters since. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • LBMC Investment Advisors held 1,772,416 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $39.1M as of Q2 2026.
  • LBMC Investment Advisors bought 155,798 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $3.44M.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 2.12% of LBMC Investment Advisors's portfolio in Q2 2026, its #9 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 10 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares iBonds 2027 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.