LBMC Investment Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3M	Sell	520,304 -4,839	-0.9%	-$124K	0.72%	26
2026 Q1	$13.5M	Buy	525,143 +9,413	+2%	+$242K	0.82%	23
2025 Q4	$13.2M	Buy	515,730 +51,650	+11%	+$1.32M	0.81%	24
2025 Q3	$11.9M	Buy	464,080 +52,153	+13%	+$1.34M	0.76%	25
2025 Q2	$10.6M	Buy	411,927 +45,434	+12%	+$1.16M	0.75%	25
2025 Q1	$9.37M	Buy	366,493 +36,694	+11%	+$937K	0.73%	25
2024 Q4	$8.4M	Buy	329,799 +13,890	+4%	+$355K	0.66%	24
2024 Q3	$8.1M	Buy	315,909 +57,928	+22%	+$1.48M	0.64%	22
2024 Q2	$6.53M	Buy	257,981 +71,361	+38%	+$1.8M	0.57%	25
2024 Q1	$4.73M	Buy	186,620 +109,420	+142%	+$2.78M	0.41%	30
2023 Q4	$1.97M	Buy	77,200 +28,210	+58%	+$708K	0.19%	43
2023 Q3	$1.21M	Hold	48,990	–	–	0.13%	50
2023 Q2	$1.23M	Hold	48,990	–	–	0.12%	51
2023 Q1	$1.25M	Buy	48,990 +39,140	+397%	+$993K	0.13%	52
2022 Q4	$248K	Hold	9,850	–	–	0.03%	135
2022 Q3	$243K	Buy	+9,850	New	+$250K	0.03%	131

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

LBMC Investment Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.92% in Q2 2026, selling an estimated $124K and leaving 520,304 shares worth $13.3M. The position accounts for 0.72% of the portfolio, ranked #26.

LBMC Investment Advisors first reported a position in IBMO in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

LBMC Investment Advisors held 520,304 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $13.3M as of Q2 2026.
LBMC Investment Advisors sold 4,839 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $124K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.72% of LBMC Investment Advisors's portfolio in Q2 2026, its #26 holding.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
LBMC Investment Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $13.5M in Q1 2026.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.