LIA
IBMS

LBMC Investment Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

LBMC Investment Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.36M Buy
323,023
+53,879
+20% +$1.39M 0.45% 36
2026
Q1 		$6.95M Buy
269,144
+63,353
+31% +$1.66M 0.42% 36
2025
Q4 		$5.36M Buy
205,791
+95,458
+87% +$2.48M 0.33% 42
2025
Q3 		$2.88M Buy
110,333
+50,159
+83% +$1.3M 0.18% 61
2025
Q2 		$1.54M Buy
60,174
+41,494
+222% +$1.05M 0.11% 74
2025
Q1 		$474K Buy
+18,680
New +$477K 0.04% 122

Other funds holding IBMS

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 20% in Q2 2026, buying an estimated $1.39M and bringing the position to 323,023 shares worth $8.36M. The position accounts for 0.45% of the portfolio, ranked #36.

LBMC Investment Advisors first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • LBMC Investment Advisors held 323,023 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $8.36M as of Q2 2026.
  • LBMC Investment Advisors bought 53,879 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $1.39M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.45% of LBMC Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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