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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
Q2 		$14.9M Buy
584,924
+18,198
+3% +$462K 0.81% 23
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 $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 3.2% in Q2 2026, buying an estimated $462K and bringing the position to 584,924 shares worth $14.9M. The position accounts for 0.81% of the portfolio, ranked #23.

LBMC Investment Advisors first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • LBMC Investment Advisors held 584,924 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $14.9M as of Q2 2026.
  • LBMC Investment Advisors bought 18,198 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $462K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.81% of LBMC Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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