LIA
LBMC Investment Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.9M | Buy |
1,173,912
+337,777
| +40% | +$8.02M | 1.99% | 8 |
|
2025
Q1 | $19.5M | Buy |
836,135
+407,950
| +95% | +$9.53M | 1.53% | 9 |
|
2024
Q4 | $10M | Buy |
428,185
+177,383
| +71% | +$4.15M | 0.79% | 21 |
|
2024
Q3 | $5.97M | Buy |
250,802
+128,735
| +105% | +$3.06M | 0.47% | 30 |
|
2024
Q2 | $2.82M | Buy |
122,067
+45,349
| +59% | +$1.05M | 0.24% | 44 |
|
2024
Q1 | $1.79M | Buy |
+76,718
| New | +$1.79M | 0.16% | 52 |
|