LBMC Investment Advisors »

Global X Fds shares owned by LBMC Investment Advisors

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by LBMC Investment Advisors from 13F filings

Historical chart of LBMC Investment Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 4.0k 59.72
2026-03-31 $284k 4.0k 70.85
2025-12-31 $259k 4.0k 64.79
2025-09-30 $281k 4.0k 70.24

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 29 Tr Hi (IBHI)
Ishares Tr Ibon 2027 Te Etf (IBHG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Ibon 2030 Te Etf (IBHJ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibon 2026 Te Etf (IBHF)

View all positions for LBMC Investment Advisors

Top funds holding Global X Fds

Bank of America Corporation
Harel Insurance Investments & Financial Services
LPL Financial
Jpmorgan Chase & Co
Mirae Asset Global Etfs Holdings
Morgan Stanley
Bank Of Montreal
Envestnet Asset Management
Raymond James Financial
Resources Investment Advisors
Merit Financial Group
Advisor Group Holdings
Stifel Financial
Northwestern Mutual Wealth Management Company
Sanctuary Advisors

View all funds holding Global X Fds