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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