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LBMC Investment Advisors’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

LBMC Investment Advisors’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.5M Buy
933,587
+123,918
+15% +$3.29M 1.49% 14
2025
Q4 		$21.5M Buy
809,669
+288,219
+55% +$7.66M 1.33% 14
2025
Q3 		$14M Buy
521,450
+244,339
+88% +$6.49M 0.89% 21
2025
Q2 		$7.38M Buy
277,111
+39,497
+17% +$1.03M 0.53% 30
2025
Q1 		$6.2M Buy
237,614
+137,357
+137% +$3.61M 0.48% 32
2024
Q4 		$2.61M Buy
100,257
+86,937
+653% +$2.3M 0.21% 49
2024
Q3 		$358K Buy
+13,320
New +$351K 0.03% 137

Other funds holding IBHJ

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 15% in Q1 2026, buying an estimated $3.29M and bringing the position to 933,587 shares worth $24.5M. The position accounts for 1.49% of the portfolio, ranked #14.

LBMC Investment Advisors first reported a position in IBHJ in Q3 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • LBMC Investment Advisors held 933,587 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $24.5M as of Q1 2026.
  • LBMC Investment Advisors bought 123,918 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $3.29M.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 1.49% of LBMC Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 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.