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LBMC Investment Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

LBMC Investment Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$739K Buy
33,384
+86
+0.3% +$1.91K 0.04% 134
2026
Q1 		$742K Buy
33,298
+9,005
+37% +$201K 0.05% 125
2025
Q4 		$543K Buy
24,293
+7,724
+47% +$173K 0.03% 133
2025
Q3 		$371K Buy
16,569
+89
+0.5% +$1.99K 0.02% 173
2025
Q2 		$368K Buy
16,480
+5,929
+56% +$132K 0.03% 150
2025
Q1 		$235K Buy
10,551
+27
+0.3% +$594 0.02% 184
2024
Q4 		$231K Buy
+10,524
New +$232K 0.02% 180

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

LBMC Investment Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.26% in Q2 2026, buying an estimated $1.91K and bringing the position to 33,384 shares worth $739K. The position accounts for 0.04% of the portfolio, ranked #134.

LBMC Investment Advisors first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $742K in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • LBMC Investment Advisors held 33,384 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $739K as of Q2 2026.
  • LBMC Investment Advisors bought 86 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.91K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.04% of LBMC Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • LBMC Investment Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $742K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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