LBMC Investment Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.3M	Buy	559,681 +41,279	+8%	+$1.06M	0.87%	22
2025 Q4	$13.3M	Buy	518,402 +79,895	+18%	+$2.04M	0.82%	23
2025 Q3	$11.2M	Buy	438,507 +62,755	+17%	+$1.61M	0.72%	27
2025 Q2	$9.55M	Buy	375,752 +55,048	+17%	+$1.39M	0.68%	26
2025 Q1	$8.11M	Buy	320,704 +85,644	+36%	+$2.16M	0.63%	28
2024 Q4	$5.92M	Buy	235,060 +18,895	+9%	+$479K	0.47%	34
2024 Q3	$5.54M	Buy	216,165 +71,313	+49%	+$1.81M	0.44%	32
2024 Q2	$3.62M	Buy	144,852 +45,745	+46%	+$1.15M	0.31%	40
2024 Q1	$2.5M	Buy	+99,107	New	+$2.52M	0.22%	43

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LBMC Investment Advisors's IBMQ Position: Q1 2026 in Review

LBMC Investment Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 8% in Q1 2026, buying an estimated $1.06M and bringing the position to 559,681 shares worth $14.3M. The position accounts for 0.87% of the portfolio, ranked #22.

LBMC Investment Advisors first reported a position in IBMQ in Q1 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

LBMC Investment Advisors held 559,681 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $14.3M as of Q1 2026.
LBMC Investment Advisors bought 41,279 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $1.06M.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.87% of LBMC Investment Advisors's portfolio in Q1 2026, its #22 holding.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.