LIA
IBMT

LBMC Investment Advisors’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

LBMC Investment Advisors’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.23M Buy
126,036
+27,766
+28% +$725K 0.2% 56
2025
Q4 		$2.55M Buy
98,270
+82,630
+528% +$2.14M 0.16% 64
2025
Q3 		$405K Buy
+15,640
New +$401K 0.03% 156

Other funds holding IBMT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 28% in Q1 2026, buying an estimated $725K and bringing the position to 126,036 shares worth $3.23M. The position accounts for 0.2% of the portfolio, ranked #56.

LBMC Investment Advisors first reported a position in IBMT in Q3 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • LBMC Investment Advisors held 126,036 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $3.23M as of Q1 2026.
  • LBMC Investment Advisors bought 27,766 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $725K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.2% of LBMC Investment Advisors's portfolio in Q1 2026, its #56 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

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