LIA
LBMC Investment Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Buy |
274,808
+252
| +0.1% | +$6.74K | 0.52% | 31 |
|
|
2025
Q1 | $7.34M | Buy |
274,556
+4,846
| +2% | +$130K | 0.57% | 29 |
|
|
2024
Q4 | $7.18M | Buy |
269,710
+10,504
| +4% | +$280K | 0.57% | 28 |
|
|
2024
Q3 | $6.91M | Buy |
259,206
+48,232
| +23% | +$1.29M | 0.55% | 27 |
|
|
2024
Q2 | $5.59M | Buy |
210,974
+17,114
| +9% | +$453K | 0.48% | 27 |
|
|
2024
Q1 | $5.13M | Buy |
193,860
+91,189
| +89% | +$2.41M | 0.44% | 29 |
|
|
2023
Q4 | $2.73M | Buy |
102,671
+41
| +0% | +$1.09K | 0.26% | 33 |
|
|
2023
Q3 | $2.67M | Buy |
102,630
+3,837
| +4% | +$99.9K | 0.28% | 33 |
|
|
2023
Q2 | $2.6M | Buy |
98,793
+11
| +0% | +$290 | 0.26% | 33 |
|
|
2023
Q1 | $2.63M | Buy |
98,782
+52,527
| +114% | +$1.4M | 0.27% | 33 |
|
|
2022
Q4 | $1.22M | Buy |
46,255
+25,600
| +124% | +$675K | 0.13% | 46 |
|
|
2022
Q3 | $535K | Buy |
+20,655
| New | +$535K | 0.06% | 77 |
|