LIA
IBTI icon

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return