LIA
LBMC Investment Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$938K | 0.73% | 25 |
|
|
2024
Q4 | $8.4M | Buy |
329,799
+13,890
| +4% | +$354K | 0.66% | 24 |
|
|
2024
Q3 | $8.1M | Buy |
315,909
+57,928
| +22% | +$1.49M | 0.64% | 22 |
|
|
2024
Q2 | $6.53M | Buy |
257,981
+71,361
| +38% | +$1.81M | 0.57% | 25 |
|
|
2024
Q1 | $4.73M | Buy |
186,620
+109,420
| +142% | +$2.77M | 0.41% | 30 |
|
|
2023
Q4 | $1.97M | Buy |
77,200
+28,210
| +58% | +$720K | 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% | +$999K | 0.13% | 52 |
|
|
2022
Q4 | $248K | Hold |
9,850
| – | – | 0.03% | 135 |
|
|
2022
Q3 | $243K | Buy |
+9,850
| New | +$243K | 0.03% | 131 |
|