LBMC INVESTMENT ADVISORS, LLC quarter change: USA Bonds: Other Debt, New
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LBMC INVESTMENT ADVISORS, LLC opened 2 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was IBDS (+$7,258,695); the largest decrease was IBDR (+$5,386,838).
- IBDS: Country of operation —; Class IBONDS 27 ETF; Principal 2026-03-31 $0; Principal 2026-06-30 $299,698.
- IBDR: Country of operation —; Class IBONDS DEC2026; Principal 2026-03-31 $0; Principal 2026-06-30 $222,321.
Two Form 13F-HR filings compared (SEC CIK 1536924): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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