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Ishares Tr shares owned by LBMC Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by LBMC Investment Advisors from 13F filings

Historical chart of LBMC Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 49k 25.53
2025-09-30 $1.1M 44k 25.62
2025-06-30 $1.1M 44k 25.29

More positions owned by LBMC Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ibonds 28 Tr Hi (IBHH)
Ishares Tr Ibonds 2027 Term (IBHG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Ibonds 29 Tr Hi (IBHI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibonds 2030 Term (IBHJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for LBMC Investment Advisors

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Wells Fargo & Company
Capital Advisors
Ameriprise Financial
Summit Financial
Sigma Investment Counselors
Sailer Financial
UBS Group
Klingman & Associates
Goss Wealth Management
Sound View Wealth Advisors Group
HighTower Advisors
MV Capital Management
Us Bancorp

View all funds holding Ishares Tr