LBMC Investment Advisors’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.4M	Buy	485,609 +62,473	+15%	+$1.61M	0.75%	26
2025 Q4	$10.9M	Buy	423,136 +107,074	+34%	+$2.77M	0.67%	28
2025 Q3	$8.25M	Buy	316,062 +248,122	+365%	+$6.42M	0.53%	31
2025 Q2	$1.76M	Hold	67,940	–	–	0.13%	68
2025 Q1	$1.73M	Buy	+67,940	New	+$1.74M	0.14%	65

Other funds holding IBHK

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

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

LBMC Investment Advisors increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 15% in Q1 2026, buying an estimated $1.61M and bringing the position to 485,609 shares worth $12.4M. The position accounts for 0.75% of the portfolio, ranked #26.

LBMC Investment Advisors first reported a position in IBHK in Q1 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

LBMC Investment Advisors held 485,609 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $12.4M as of Q1 2026.
LBMC Investment Advisors bought 62,473 iShares iBonds 2031 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.61M.
iShares iBonds 2031 Term High Yield and Income ETF made up 0.75% of LBMC Investment Advisors's portfolio in Q1 2026, its #26 holding.
LBMC Investment Advisors first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q1 2025 and has held it in 5 quarters since.
33 funds tracked by Wall St. Rank held iShares iBonds 2031 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.