LIA
IBHM

LBMC Investment Advisors’s iShares iBonds 2033 Term High Yield and Income ETF IBHM Stock Holding History

LBMC Investment Advisors’s Portfolio IBHM Stock Details IBHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$501K Buy
+19,700
New +$500K 0.03% 153

Other funds holding IBHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM

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

LBMC Investment Advisors opened a new position in iShares iBonds 2033 Term High Yield and Income ETF (IBHM) in Q2 2026: 19,700 shares worth $501K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

4 funds tracked by Wall St. Rank hold IBHM as of Q2 2026.

  • LBMC Investment Advisors held 19,700 shares of iShares iBonds 2033 Term High Yield and Income ETF worth $501K as of Q2 2026.
  • iShares iBonds 2033 Term High Yield and Income ETF was a new LBMC Investment Advisors position in Q2 2026.
  • iShares iBonds 2033 Term High Yield and Income ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • 4 funds tracked by Wall St. Rank held iShares iBonds 2033 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.