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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return