Leavell Investment Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-104,000
Closed -$2.61M 386
2018
Q3
$2.61M Sell
104,000
-5,000
-5% -$126K 0.28% 105
2018
Q2
$2.74M Buy
109,000
+1,000
+0.9% +$25.1K 0.31% 94
2018
Q1
$2.71M Buy
108,000
+7,000
+7% +$176K 0.32% 96
2017
Q4
$2.54M Buy
101,000
+20,000
+25% +$503K 0.3% 101
2017
Q3
$2.04M Buy
81,000
+42,000
+108% +$1.06M 0.25% 116
2017
Q2
$982K Buy
+39,000
New +$982K 0.12% 167

Leavell Investment Management's IBDH Position: Q4 2018 in Review

Leavell Investment Management sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 104,000 shares — an estimated $2.61M sold.

Leavell Investment Management first reported a position in IBDH in Q2 2017 and held it in 6 quarters. The position peaked at $2.74M in Q2 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Leavell Investment Management sold 104,000 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $2.61M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2017 and held it in 6 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $2.74M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Leavell Investment Management's 13F filing for Q4 2018, filed 24 Jan 2019.