LIM
IBDL

Leavell Investment Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Leavell Investment Management’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-227,478
Closed -$5.74M – 381
2020
Q3 		$5.74M Sell
227,478
-1,100
-0.5% -$27.8K 0.5% 60
2020
Q2 		$5.79M Buy
228,578
+10,500
+5% +$265K 0.56% 57
2020
Q1 		$5.5M Buy
218,078
+1,825
+0.8% +$46K 0.64% 47
2019
Q4 		$5.47M Buy
216,253
+26,700
+14% +$676K 0.51% 55
2019
Q3 		$4.81M Buy
189,553
+16,100
+9% +$408K 0.49% 59
2019
Q2 		$4.39M Buy
173,453
+6,750
+4% +$170K 0.46% 61
2019
Q1 		$4.21M Buy
166,703
+18,250
+12% +$459K 0.47% 62
2018
Q4 		$3.71M Buy
148,453
+26,000
+21% +$649K 0.47% 68
2018
Q3 		$3.07M Sell
122,453
-2,900
-2% -$72.6K 0.33% 94
2018
Q2 		$3.14M Buy
125,353
+5,500
+5% +$138K 0.36% 83
2018
Q1 		$3M Buy
119,853
+17,953
+18% +$452K 0.35% 88
2017
Q4 		$2.58M Buy
101,900
+21,200
+26% +$539K 0.3% 98
2017
Q3 		$2.06M Buy
80,700
+26,800
+50% +$685K 0.25% 113
2017
Q2 		$1.38M Buy
+53,900
New +$1.37M 0.17% 136

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Leavell Investment Management's IBDL Position: Q4 2020 in Review

Leavell Investment Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 227,478 shares — an estimated $5.74M sold.

Leavell Investment Management first reported a position in IBDL in Q2 2017 and held it in 14 quarters. The position peaked at $5.79M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Leavell Investment Management sold 227,478 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $5.74M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2017 and held it in 14 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $5.79M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Leavell Investment Management's 13F filing for Q4 2020, filed 26 Jan 2021.