Leavell Investment Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
210,028
+19,785
| +10% | +$480K | 0.23% | 104 |
|
|
2025
Q1 | $4.6M | Buy |
190,243
+26,526
| +16% | +$641K | 0.23% | 107 |
|
|
2024
Q4 | $3.92M | Buy |
163,717
+41,754
| +34% | +$1M | 0.19% | 120 |
|
|
2024
Q3 | $2.97M | Buy |
121,963
+31,698
| +35% | +$772K | 0.15% | 149 |
|
|
2024
Q2 | $2.14M | Buy |
90,265
+12,465
| +16% | +$296K | 0.12% | 172 |
|
|
2024
Q1 | $1.85M | Buy |
77,800
+13,919
| +22% | +$331K | 0.11% | 181 |
|
|
2023
Q4 | $1.53M | Buy |
63,881
+24,531
| +62% | +$587K | 0.1% | 201 |
|
|
2023
Q3 | $911K | Buy |
39,350
+13,195
| +50% | +$305K | 0.06% | 259 |
|
|
2023
Q2 | $614K | Buy |
+26,155
| New | +$614K | 0.04% | 306 |
|