Leavell Investment Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
107,475
+5,388
| +5% | +$137K | 0.12% | 175 |
|
|
2025
Q1 | $2.58M | Buy |
102,087
+6,395
| +7% | +$162K | 0.13% | 167 |
|
|
2024
Q4 | $2.38M | Buy |
95,692
+19,482
| +26% | +$485K | 0.12% | 174 |
|
|
2024
Q3 | $1.95M | Buy |
76,210
+20,440
| +37% | +$522K | 0.1% | 193 |
|
|
2024
Q2 | $1.38M | Buy |
55,770
+18,695
| +50% | +$463K | 0.08% | 223 |
|
|
2024
Q1 | $923K | Buy |
37,075
+17,000
| +85% | +$423K | 0.05% | 277 |
|
|
2023
Q4 | $504K | Buy |
+20,075
| New | +$504K | 0.03% | 328 |
|