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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
16,480
+5,929
+56% +$133K 0.03% 150
2025
Q1
$235K Buy
10,551
+27
+0.3% +$601 0.02% 184
2024
Q4
$231K Buy
+10,524
New +$231K 0.02% 180