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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
Q2 		$14.8M Buy
577,987
+18,306
+3% +$467K 0.8% 24
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
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 3.3% in Q2 2026, buying an estimated $467K and bringing the position to 577,987 shares worth $14.8M. The position accounts for 0.8% of the portfolio, ranked #24.

LBMC Investment Advisors first reported a position in IBMQ in Q1 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • LBMC Investment Advisors held 577,987 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $14.8M as of Q2 2026.
  • LBMC Investment Advisors bought 18,306 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $467K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.8% of LBMC Investment Advisors's portfolio in Q2 2026, its #24 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 10 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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