Lbmc Investment Advisors, LLC / DVY
Lbmc Investment Advisors, LLC’s Ishares Tr Position
Does Lbmc Investment Advisors, LLC own Ishares Tr (DVY)? Yes — 230.7K shares worth $35M (+2.13% of its 13F portfolio) as of Q1 2026, up from 229.1K shares the prior filed quarter.
Position Value
$35M
Q1 2026
Shares
230.7K
% of Portfolio
+2.13%
Quarters Held
29
currently held
Position History DVY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 230.7K | $35M | +2.13% |
| Q4 2025 | 229.1K | $32M | +1.99% |
| Q3 2025 | 228.9K | $33M | +2.07% |
| Q2 2025 | 231.5K | $31M | +2.19% |
| Q1 2025 | 231.2K | $31M | +2.43% |
| Q4 2024 | 233.9K | $31M | +2.42% |
| Q3 2024 | 232.6K | $31M | +2.48% |
| Q2 2024 | 233.1K | $28M | +2.45% |
| Q1 2024 | 236.9K | $29M | +2.53% |
| Q4 2023 | 240.2K | $28M | +2.68% |
| Q3 2023 | 244.3K | $26M | +2.72% |
| Q2 2023 | 247.0K | $28M | +2.75% |
| Q1 2023 | 251.8K | $30M | +2.98% |
| Q4 2022 | 254.3K | $31M | +3.24% |
| Q3 2022 | 259.7K | $28M | +3.20% |
| Q2 2022 | 256.3K | $30M | +3.27% |
| Q1 2022 | 268.1K | $34M | +3.04% |
| Q3 2021 | 26.8K | $29M | +2.75% |
| Q2 2021 | 240.4K | $28M | +2.67% |
| Q1 2021 | 225.4K | $26M | +2.71% |
| Q4 2020 | 219.3K | $21M | +2.49% |
| Q3 2020 | 219.6K | $18M | +2.48% |
| Q2 2020 | 191.5K | $15M | +2.43% |
| Q1 2020 | 204.2K | $15M | +2.80% |
| Q4 2019 | 199.9K | $21M | +2.98% |
| Q3 2019 | 193.0K | $20M | +2.99% |
| Q2 2019 | 192.2K | $19M | +2.89% |
| Q1 2019 | 183.7K | $18M | +2.86% |
| Q4 2018 | 176.5K | $16M | +2.90% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lbmc Investment Advisors, LLC’s full portfolio or all institutional holders of DVY.