LBMC Investment Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2M	Buy	520,275 +32,781	+7%	+$831K	0.72%	27
2026 Q1	$12.4M	Buy	487,494 +68,082	+16%	+$1.74M	0.75%	27
2025 Q4	$10.7M	Buy	419,412 +158,746	+61%	+$4.04M	0.66%	29
2025 Q3	$6.65M	Buy	260,666 +35,845	+16%	+$911K	0.42%	37
2025 Q2	$5.67M	Buy	224,821 +112,408	+100%	+$2.8M	0.4%	36
2025 Q1	$2.81M	Buy	112,413 +45,084	+67%	+$1.13M	0.22%	53
2024 Q4	$1.68M	Buy	+67,329	New	+$1.69M	0.13%	60

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 6.7% in Q2 2026, buying an estimated $831K and bringing the position to 520,275 shares worth $13.2M. The position accounts for 0.72% of the portfolio, ranked #27.

LBMC Investment Advisors first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

LBMC Investment Advisors held 520,275 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $13.2M as of Q2 2026.
LBMC Investment Advisors bought 32,781 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $831K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.72% of LBMC Investment Advisors's portfolio in Q2 2026, its #27 holding.
LBMC Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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