LBMC INVESTMENT ADVISORS, LLC IBDT — iShares iBonds Dec 2028 Term Corp ETF

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

AI Ownership Summary

LBMC INVESTMENT ADVISORS, LLC reported iShares iBonds Dec 2028 Term Corp ETF (IBDT) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.38% in 2026 Q2. The latest visible filing shows IBDT at 0.38% 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 IBDT 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 iShares iBonds Dec 2028 Term Corp 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 Q2

IBDT was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

IBDT stock page LBMC INVESTMENT ADVISORS, LLC fund profile LBMC INVESTMENT ADVISORS, LLC full holdings
How LBMC INVESTMENT ADVISORS, LLC held IBDT — position size vs. price
% of Fund (quarterly)    IBDT 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 Q2 ADDED — — — 280,115 +47,557 +20.4% 0.38% $7.1M 2026-08-10 $25.07
2026 Q1 ADDED — — — 232,558 +25,900 +12.5% 0.36% $5.9M 2026-05-14 $24.86
2025 Q4 ADDED — — — 206,658 +19,907 +10.7% 0.32% $5.3M 2026-02-12 $24.85
2025 Q3 ADDED — — — 186,751 +33,041 +21.5% 0.30% $4.8M 2025-10-07 $24.45
2025 Q2 ADDED — — — 153,710 +68,294 +80.0% 0.28% $3.9M 2025-07-09 $24.01
2025 Q1 ADDED — — — 85,416 +21,049 +32.7% 0.17% $2.2M 2025-04-09 $23.54
2024 Q4 ADDED — — — 64,367 +52,662 +449.9% 0.13% $1.6M 2025-01-16 $23.16
2024 Q3 INITIATED — — — 11,705 — — 0.02% $299K 2024-10-08 $23.16

🏢 Other funds also holding IBDT

As of 2026 Q2 — sorted by position size

TABR Capital Management, LLC 20.37% EIGHT 31 FINANCIAL, LLC 4.82% Breachway Investments LLC 4.54% Gratus Wealth Advisors, LLC 4.53% Twin Cities Retirement Group LLC 4.07% ARCADIA INVESTMENT ADVISORS LLC 3.94% Peloton Wealth Strategists 3Y 7Y 3.84% Windsor Capital Management, LLC 3Y 7Y 3.39% PFG Private Wealth Management, LLC 3Y 3.34% InvesTrust 3.23%

FAQ About LBMC INVESTMENT ADVISORS, LLC and IBDT

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 IBDT?

LBMC INVESTMENT ADVISORS, LLC reported IBDT across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for IBDT was 0.38% in 2026 Q2.

What is the latest reported IBDT position on this page?

The most recent filing on this page is 2026 Q2, when LBMC INVESTMENT ADVISORS, LLC reported 280,115 shares, equal to 0.38% of portfolio, with an estimated market value of $7.1M.

What does the chart on this IBDT ownership page compare?

The chart compares LBMC INVESTMENT ADVISORS, LLC's quarterly IBDT 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 IBDT position?

Based on 13F filing dates vs. subsequent IBDT price moves, LBMC INVESTMENT ADVISORS, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on IBDT relative to SPY over the holding period was +152.2%.

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