Leavell Investment Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Leavell Investment Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.51M	Sell	351,386 -32,949	-9%	-$798K	0.31%	81
2026 Q1	$9.32M	Buy	384,335 +12,264	+3%	+$297K	0.38%	64
2025 Q4	$9.02M	Buy	372,071 +35,660	+11%	+$864K	0.38%	59
2025 Q3	$8.17M	Buy	336,411 +10,710	+3%	+$259K	0.34%	63
2025 Q2	$7.9M	Buy	325,701 +6,490	+2%	+$157K	0.35%	65
2025 Q1	$7.73M	Buy	319,211 +29,736	+10%	+$718K	0.38%	66
2024 Q4	$6.97M	Buy	289,475 +128,341	+80%	+$3.09M	0.34%	69
2024 Q3	$3.92M	Buy	161,134 +27,268	+20%	+$656K	0.2%	120
2024 Q2	$3.19M	Buy	133,866 +4,859	+4%	+$115K	0.18%	126
2024 Q1	$3.08M	Buy	129,007 +9,838	+8%	+$235K	0.18%	125
2023 Q4	$2.85M	Buy	119,169 +29,237	+33%	+$686K	0.18%	127
2023 Q3	$2.1M	Buy	89,932 +10,513	+13%	+$246K	0.15%	146
2023 Q2	$1.86M	Buy	79,419 +21,667	+38%	+$512K	0.13%	164
2023 Q1	$1.37M	Buy	57,752 +18,725	+48%	+$441K	0.1%	196
2022 Q4	$911K	Buy	39,027 +3,327	+9%	+$77.2K	0.07%	247
2022 Q3	$825K	Buy	35,700 +12,550	+54%	+$299K	0.07%	248
2022 Q2	$551K	Buy	+23,150	New	+$556K	0.04%	298

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Leavell Investment Management's IBDR Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 8.6% in Q2 2026, selling an estimated $798K and leaving 351,386 shares worth $8.51M. The position accounts for 0.31% of the portfolio, ranked #81.

Leavell Investment Management first reported a position in IBDR in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.32M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Leavell Investment Management held 351,386 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $8.51M as of Q2 2026.
Leavell Investment Management sold 32,949 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $798K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.31% of Leavell Investment Management's portfolio in Q2 2026, its #81 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Leavell Investment Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $9.32M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.