LIM
IBDK

Leavell Investment Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Leavell Investment Management’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-153,276
Closed -$3.81M – 397
2019
Q3 		$3.81M Sell
153,276
-1,000
-0.6% -$24.8K 0.39% 80
2019
Q2 		$3.84M Sell
154,276
-250
-0.2% -$6.21K 0.4% 74
2019
Q1 		$3.84M Buy
154,526
+3,550
+2% +$88.1K 0.43% 72
2018
Q4 		$3.74M Buy
150,976
+26,000
+21% +$644K 0.47% 65
2018
Q3 		$3.1M Sell
124,976
-3,000
-2% -$74.3K 0.33% 92
2018
Q2 		$3.17M Buy
127,976
+2,000
+2% +$49.5K 0.36% 82
2018
Q1 		$3.12M Buy
125,976
+21,276
+20% +$527K 0.36% 81
2017
Q4 		$2.6M Buy
104,700
+22,300
+27% +$556K 0.31% 95
2017
Q3 		$2.06M Buy
82,400
+30,200
+58% +$755K 0.25% 112
2017
Q2 		$1.31M Buy
+52,200
New +$1.3M 0.17% 141

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Leavell Investment Management's IBDK Position: Q4 2019 in Review

Leavell Investment Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 153,276 shares — an estimated $3.81M sold.

Leavell Investment Management first reported a position in IBDK in Q2 2017 and held it in 10 quarters. The position peaked at $3.84M in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Leavell Investment Management sold 153,276 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $3.81M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2017 and held it in 10 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $3.84M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Leavell Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.