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LBMC Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

LBMC Investment Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$548K Hold
23,920
– – 0.03% 151
2026
Q1 		$548K Buy
23,920
+8,730
+57% +$200K 0.03% 146
2025
Q4 		$347K Buy
15,190
+6,120
+67% +$140K 0.02% 171
2025
Q3 		$208K Hold
9,070
– – 0.01% 229
2025
Q2 		$208K Buy
+9,070
New +$208K 0.01% 203

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

LBMC Investment Advisors held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 23,920 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #151.

LBMC Investment Advisors first reported a position in IBTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $548K in Q1 2026. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • LBMC Investment Advisors held 23,920 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $548K as of Q2 2026.
  • LBMC Investment Advisors left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #151 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • LBMC Investment Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $548K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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