LIM
IBDQ

Leavell Investment Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Leavell Investment Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-311,329
Closed -$7.84M – 597
2025
Q3 		$7.84M Sell
311,329
-35,757
-10% -$899K 0.33% 66
2025
Q2 		$8.74M Sell
347,086
-49,758
-13% -$1.25M 0.39% 55
2025
Q1 		$9.98M Buy
396,844
+10,753
+3% +$270K 0.49% 45
2024
Q4 		$9.67M Buy
386,091
+63,144
+20% +$1.58M 0.47% 51
2024
Q3 		$8.11M Buy
322,947
+25,067
+8% +$626K 0.4% 61
2024
Q2 		$7.41M Buy
297,880
+229
+0.1% +$5.67K 0.41% 66
2024
Q1 		$7.38M Buy
297,651
+4,421
+2% +$109K 0.43% 66
2023
Q4 		$7.26M Buy
293,230
+25,190
+9% +$617K 0.46% 62
2023
Q3 		$6.53M Buy
268,040
+19,627
+8% +$479K 0.46% 62
2023
Q2 		$6.06M Buy
248,413
+24,130
+11% +$591K 0.41% 66
2023
Q1 		$5.5M Buy
224,283
+19,054
+9% +$466K 0.39% 70
2022
Q4 		$4.99M Buy
205,229
+26,065
+15% +$631K 0.37% 78
2022
Q3 		$4.32M Buy
179,164
+86,535
+93% +$2.14M 0.34% 83
2022
Q2 		$2.29M Buy
92,629
+50,860
+122% +$1.27M 0.18% 129
2022
Q1 		$1.05M Buy
41,769
+532
+1% +$13.7K 0.07% 230
2021
Q4 		$1.09M Buy
+41,237
New +$1.1M 0.07% 230

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Leavell Investment Management's IBDQ Position: Q4 2025 in Review

Leavell Investment Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 311,329 shares — an estimated $7.84M sold.

Leavell Investment Management first reported a position in IBDQ in Q4 2021 and held it in 16 quarters. The position peaked at $9.98M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Leavell Investment Management sold 311,329 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $7.84M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 16 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $9.98M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Leavell Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.