LBMC INVESTMENT ADVISORS, LLC IBHI — ISHARS IBND 2029 TRM HG YLD INCM ETF

Ownership history in LBMC INVESTMENT ADVISORS, LLC  ·  8 quarters on record

AI Ownership Summary

LBMC INVESTMENT ADVISORS, LLC reported ISHARS IBND 2029 TRM HG YLD INCM ETF (IBHI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.08% in 2026 Q1. The latest visible filing shows IBHI at 2.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LBMC INVESTMENT ADVISORS, LLC's position in ISHARS IBND 2029 TRM HG YLD INCM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBHI was reported at 2.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBHI stock page LBMC INVESTMENT ADVISORS, LLC fund profile LBMC INVESTMENT ADVISORS, LLC full holdings
How LBMC INVESTMENT ADVISORS, LLC held IBHI — position size vs. price
% of Fund (quarterly)    IBHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,467,776 +116,195 +8.6% 2.08% $34.2M 2026-05-14 $23.12
2025 Q4 ADDED — — — 1,351,581 +407,675 +43.2% 1.97% $31.9M 2026-02-12 $22.96
2025 Q3 ADDED — — — 943,906 +432,027 +84.4% 1.43% $22.5M 2025-10-07 $22.56
2025 Q2 ADDED — — — 511,879 +48,631 +10.5% 0.86% $12.1M 2025-07-09 $22.04
2025 Q1 ADDED — — — 463,248 +176,133 +61.3% 0.84% $10.8M 2025-04-09 $20.88
2024 Q4 ADDED — — — 287,115 +168,305 +141.7% 0.53% $6.7M 2025-01-16 $21.37
2024 Q3 ADDED — — — 118,810 +37,925 +46.9% 0.22% $2.8M 2024-10-08 $21.05
2024 Q2 INITIATED — — — 80,885 — — 0.16% $1.9M 2024-07-11 $20.34

🏢 Other funds also holding IBHI

As of 2026 Q2 — sorted by position size

LITTLEJOHN FINANCIAL SERVICES, INC. 4.85% Delta Wealth Advisors LLC 3.88% Marathon Mission, Inc. 3Y 2.57% Ironwood Financial, llc 3Y 7Y 0.81% Cyr Financial Inc. 0.43% Commonwealth Financial Services, LLC 3Y 7Y 0.31% RIVER'S EDGE WEALTH MANAGEMENT, LLC 0.31% Quad-Cities Investment Group, LLC 3Y 7Y 0.19% High Note Wealth, LLC 3Y 0.14% Penobscot Investment Management Company, Inc. 3Y 7Y 0.12%

FAQ About LBMC INVESTMENT ADVISORS, LLC and IBHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has LBMC INVESTMENT ADVISORS, LLC reported owning IBHI?

LBMC INVESTMENT ADVISORS, LLC reported IBHI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IBHI position in LBMC INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IBHI was 2.08% in 2026 Q1.

What is the latest reported IBHI position on this page?

The most recent filing on this page is 2026 Q1, when LBMC INVESTMENT ADVISORS, LLC reported 1,467,776 shares, equal to 2.08% of portfolio, with an estimated market value of $34.2M.

What does the chart on this IBHI ownership page compare?

The chart compares LBMC INVESTMENT ADVISORS, LLC's quarterly IBHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LBMC INVESTMENT ADVISORS, LLC time their IBHI position?

Based on 13F filing dates vs. subsequent IBHI price moves, LBMC INVESTMENT ADVISORS, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on IBHI relative to SPY over the holding period was -9.7%.

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