Lbmc Investment Advisors, LLC / IDU
Lbmc Investment Advisors, LLC’s Ishares Tr Position
Does Lbmc Investment Advisors, LLC own Ishares Tr (IDU)? Yes — 106.9K shares worth $12M (+0.76% of its 13F portfolio) as of Q1 2026, down from 110.3K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
106.9K
% of Portfolio
+0.76%
Quarters Held
29
currently held
Position History IDU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 106.9K | $12M | +0.76% |
| Q4 2025 | 110.3K | $12M | +0.74% |
| Q3 2025 | 110.7K | $12M | +0.78% |
| Q2 2025 | 112.8K | $12M | +0.84% |
| Q1 2025 | 113.8K | $12M | +0.90% |
| Q4 2024 | 113.6K | $11M | +0.86% |
| Q3 2024 | 116.0K | $12M | +0.94% |
| Q2 2024 | 118.3K | $10M | +0.90% |
| Q1 2024 | 118.5K | $10M | +0.87% |
| Q4 2023 | 119.7K | $10M | +0.91% |
| Q3 2023 | 120.7K | $9M | +0.91% |
| Q2 2023 | 123.3K | $10M | +0.99% |
| Q1 2023 | 127.0K | $11M | +1.07% |
| Q4 2022 | 128.5K | $11M | +1.17% |
| Q3 2022 | 123.2K | $10M | +1.15% |
| Q2 2022 | 123.4K | $11M | +1.15% |
| Q1 2022 | 122.8K | $11M | +0.99% |
| Q3 2021 | 12.7K | $10M | +0.94% |
| Q2 2021 | 126.9K | $10M | +0.95% |
| Q1 2021 | 125.9K | $10M | +1.06% |
| Q4 2020 | 125.6K | $10M | +1.15% |
| Q3 2020 | 65.8K | $10M | +1.33% |
| Q2 2020 | 65.3K | $9M | +1.44% |
| Q1 2020 | 66.0K | $9M | +1.70% |
| Q4 2019 | 65.8K | $11M | +1.50% |
| Q3 2019 | 65.5K | $11M | +1.62% |
| Q2 2019 | 65.4K | $10M | +1.49% |
| Q1 2019 | 65.3K | $10M | +1.53% |
| Q4 2018 | 64.9K | $9M | +1.60% |
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 IDU.