LBMC Investment Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.4M	Buy	566,726 +29,083	+5%	+$740K	0.88%	21
2025 Q4	$13.7M	Buy	537,643 +65,886	+14%	+$1.67M	0.84%	22
2025 Q3	$12M	Buy	471,757 +47,542	+11%	+$1.21M	0.77%	24
2025 Q2	$10.8M	Buy	424,215 +52,074	+14%	+$1.31M	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%	+$590K	0.59%	26
2024 Q3	$6.97M	Buy	273,962 +70,688	+35%	+$1.79M	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%	+$2.99M	0.34%	34
2023 Q4	$984K	Buy	+38,710	New	+$962K	0.09%	59

Other funds holding IBMP

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return