LIA
IBHL

LBMC Investment Advisors’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

LBMC Investment Advisors’s Portfolio IBHL Stock Details IBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.18M Buy
164,572
+23,221
+16% +$590K 0.23% 53
2026
Q1 		$3.57M Buy
141,351
+21,431
+18% +$549K 0.22% 54
2025
Q4 		$3.09M Buy
119,920
+87,753
+273% +$2.25M 0.19% 58
2025
Q3 		$830K Buy
+32,167
New +$823K 0.05% 111

Other funds holding IBHL

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds 2032 Term High Yield and Income ETF (IBHL) stake by 16% in Q2 2026, buying an estimated $590K and bringing the position to 164,572 shares worth $4.18M. The position accounts for 0.23% of the portfolio, ranked #53.

LBMC Investment Advisors first reported a position in IBHL in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold IBHL as of Q2 2026.

  • LBMC Investment Advisors held 164,572 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $4.18M as of Q2 2026.
  • LBMC Investment Advisors bought 23,221 iShares iBonds 2032 Term High Yield and Income ETF shares in Q2 2026, an estimated $590K.
  • iShares iBonds 2032 Term High Yield and Income ETF made up 0.23% of LBMC Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds 2032 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds 2032 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.