LIA
LBMC Investment Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
424,215
+52,074
| +14% | +$1.32M | 0.77% | 24 |
|
|
2025
Q1 | $9.41M | Buy |
372,141
+74,851
| +25% | +$1.89M | 0.74% | 24 |
|
|
2024
Q4 | $7.47M | Buy |
297,290
+23,328
| +9% | +$586K | 0.59% | 26 |
|
|
2024
Q3 | $6.97M | Buy |
273,962
+70,688
| +35% | +$1.8M | 0.55% | 26 |
|
|
2024
Q2 | $5.08M | Buy |
203,274
+46,083
| +29% | +$1.15M | 0.44% | 29 |
|
|
2024
Q1 | $3.96M | Buy |
157,191
+118,481
| +306% | +$2.98M | 0.34% | 34 |
|
|
2023
Q4 | $984K | Buy |
+38,710
| New | +$984K | 0.09% | 59 |
|