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
Q2 		$3.41M Buy
132,100
+6,064
+5% +$156K 0.18% 57
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 4.8% in Q2 2026, buying an estimated $156K and bringing the position to 132,100 shares worth $3.41M. The position accounts for 0.18% of the portfolio, ranked #57.

LBMC Investment Advisors first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • LBMC Investment Advisors held 132,100 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $3.41M as of Q2 2026.
  • LBMC Investment Advisors bought 6,064 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $156K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.18% of LBMC Investment Advisors's portfolio in Q2 2026, its #57 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 4 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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