Leavell Investment Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.39M	Buy	346,518 +32,879	+10%	+$796K	0.31%	83
2026 Q1	$7.6M	Buy	313,639 +45,804	+17%	+$1.11M	0.31%	74
2025 Q4	$6.5M	Buy	267,835 +50,514	+23%	+$1.23M	0.27%	92
2025 Q3	$5.29M	Buy	217,321 +7,293	+3%	+$177K	0.22%	107
2025 Q2	$5.1M	Buy	210,028 +19,785	+10%	+$477K	0.23%	104
2025 Q1	$4.6M	Buy	190,243 +26,526	+16%	+$638K	0.23%	107
2024 Q4	$3.92M	Buy	163,717 +41,754	+34%	+$1.01M	0.19%	120
2024 Q3	$2.97M	Buy	121,963 +31,698	+35%	+$764K	0.15%	149
2024 Q2	$2.14M	Buy	90,265 +12,465	+16%	+$295K	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%	+$573K	0.1%	201
2023 Q3	$911K	Buy	39,350 +13,195	+50%	+$308K	0.06%	259
2023 Q2	$614K	Buy	+26,155	New	+$619K	0.04%	306

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 10% in Q2 2026, buying an estimated $796K and bringing the position to 346,518 shares worth $8.39M. The position accounts for 0.31% of the portfolio, ranked #83.

Leavell Investment Management first reported a position in IBDS in Q2 2023 and has held it in 13 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Leavell Investment Management held 346,518 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $8.39M as of Q2 2026.
Leavell Investment Management bought 32,879 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $796K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.31% of Leavell Investment Management's portfolio in Q2 2026, its #83 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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