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
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

SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds 2032 Term High Yield and Income ETF (IBHL) stake by 18% in Q1 2026, buying an estimated $549K and bringing the position to 141,351 shares worth $3.57M. The position accounts for 0.22% of the portfolio, ranked #54.

LBMC Investment Advisors first reported a position in IBHL in Q3 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold IBHL as of Q1 2026.

  • LBMC Investment Advisors held 141,351 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $3.57M as of Q1 2026.
  • LBMC Investment Advisors bought 21,431 iShares iBonds 2032 Term High Yield and Income ETF shares in Q1 2026, an estimated $549K.
  • iShares iBonds 2032 Term High Yield and Income ETF made up 0.22% of LBMC Investment Advisors's portfolio in Q1 2026, its #54 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 3 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 2032 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.