Lbmc Investment Advisors, LLC / HDV
Lbmc Investment Advisors, LLC’s Ishares Tr Position
Does Lbmc Investment Advisors, LLC own Ishares Tr (HDV)? Yes — 458.4K shares worth $62M (+3.79% of its 13F portfolio) as of Q1 2026, up from 456.8K shares the prior filed quarter.
Position Value
$62M
Q1 2026
Shares
458.4K
% of Portfolio
+3.79%
Quarters Held
29
currently held
Position History HDV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 458.4K | $62M | +3.79% |
| Q4 2025 | 456.8K | $56M | +3.42% |
| Q3 2025 | 455.3K | $56M | +3.55% |
| Q2 2025 | 458.7K | $54M | +3.83% |
| Q1 2025 | 458.0K | $55M | +4.33% |
| Q4 2024 | 464.3K | $52M | +4.11% |
| Q3 2024 | 465.0K | $55M | +4.32% |
| Q2 2024 | 464.9K | $51M | +4.38% |
| Q1 2024 | 479.4K | $53M | +4.58% |
| Q4 2023 | 480.7K | $49M | +4.66% |
| Q3 2023 | 500.2K | $49M | +5.17% |
| Q2 2023 | 505.0K | $51M | +5.00% |
| Q1 2023 | 509.0K | $52M | +5.23% |
| Q4 2022 | 510.7K | $53M | +5.62% |
| Q3 2022 | 508.4K | $46M | +5.34% |
| Q2 2022 | 506.3K | $51M | +5.52% |
| Q1 2022 | 493.0K | $53M | +4.66% |
| Q3 2021 | 25.7K | $45M | +4.16% |
| Q2 2021 | 451.6K | $44M | +4.15% |
| Q1 2021 | 431.7K | $41M | +4.32% |
| Q4 2020 | 423.5K | $37M | +4.37% |
| Q3 2020 | 422.7K | $34M | +4.72% |
| Q2 2020 | 414.8K | $34M | +5.30% |
| Q1 2020 | 416.7K | $30M | +5.55% |
| Q4 2019 | 412.6K | $40M | +5.71% |
| Q3 2019 | 410.2K | $39M | +5.86% |
| Q2 2019 | 408.3K | $39M | +5.84% |
| Q1 2019 | 402.7K | $38M | +5.96% |
| Q4 2018 | 388.3K | $33M | +6.04% |
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 HDV.