LIA
LBMC Investment Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55M | Buy |
375,752
+55,048
| +17% | +$1.4M | 0.68% | 26 |
|
|
2025
Q1 | $8.11M | Buy |
320,704
+85,644
| +36% | +$2.17M | 0.63% | 28 |
|
|
2024
Q4 | $5.92M | Buy |
235,060
+18,895
| +9% | +$476K | 0.47% | 34 |
|
|
2024
Q3 | $5.54M | Buy |
216,165
+71,313
| +49% | +$1.83M | 0.44% | 32 |
|
|
2024
Q2 | $3.62M | Buy |
144,852
+45,745
| +46% | +$1.14M | 0.31% | 40 |
|
|
2024
Q1 | $2.5M | Buy |
+99,107
| New | +$2.5M | 0.22% | 43 |
|