LIM
IBDP

Leavell Investment Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Leavell Investment Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-281,680
Closed -$7.1M – 557
2024
Q3 		$7.1M Sell
281,680
-97,716
-26% -$2.46M 0.35% 70
2024
Q2 		$9.53M Sell
379,396
-50,632
-12% -$1.27M 0.53% 46
2024
Q1 		$10.8M Sell
430,028
-17,563
-4% -$439K 0.62% 38
2023
Q4 		$11.1M Sell
447,591
-46,615
-9% -$1.16M 0.71% 32
2023
Q3 		$12.2M Sell
494,206
-35,092
-7% -$865K 0.85% 22
2023
Q2 		$13M Buy
529,298
+3,193
+0.6% +$78.5K 0.89% 21
2023
Q1 		$12.9M Buy
526,105
+24,275
+5% +$596K 0.92% 23
2022
Q4 		$12.3M Sell
501,830
-6,690
-1% -$163K 0.92% 27
2022
Q3 		$12.4M Buy
508,520
+102,193
+25% +$2.52M 0.98% 23
2022
Q2 		$10.1M Buy
406,327
+79,035
+24% +$1.97M 0.77% 36
2022
Q1 		$8.21M Buy
327,292
+23,584
+8% +$601K 0.56% 53
2021
Q4 		$7.88M Buy
303,708
+70,748
+30% +$1.84M 0.52% 54
2021
Q3 		$6.13M Buy
232,960
+50,683
+28% +$1.33M 0.46% 65
2021
Q2 		$4.81M Hold
182,277
– – 0.39% 76
2021
Q1 		$4.81M Buy
182,277
+5,200
+3% +$138K 0.39% 76
2020
Q4 		$4.71M Buy
177,077
+109,525
+162% +$2.9M 0.41% 68
2020
Q3 		$1.79M Buy
67,552
+15,330
+29% +$406K 0.16% 135
2020
Q2 		$1.38M Buy
52,222
+34,192
+190% +$881K 0.13% 145
2020
Q1 		$446K Buy
18,030
+8,025
+80% +$204K 0.05% 251
2019
Q4 		$257K Buy
+10,005
New +$257K 0.02% 350

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Leavell Investment Management's IBDP Position: Q4 2024 in Review

Leavell Investment Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 281,680 shares — an estimated $7.1M sold.

Leavell Investment Management first reported a position in IBDP in Q4 2019 and held it in 20 quarters. The position peaked at $13M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Leavell Investment Management sold 281,680 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.1M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 20 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $13M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Leavell Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.