Leavell Investment Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.76M	Buy	228,180 +22,979	+11%	+$580K	0.21%	122
2026 Q1	$5.2M	Buy	205,201 +42,031	+26%	+$1.07M	0.21%	119
2025 Q4	$4.15M	Buy	163,170 +58,206	+55%	+$1.48M	0.17%	134
2025 Q3	$2.68M	Sell	104,964 -2,511	-2%	-$63.8K	0.11%	184
2025 Q2	$2.73M	Buy	107,475 +5,388	+5%	+$136K	0.12%	175
2025 Q1	$2.58M	Buy	102,087 +6,395	+7%	+$160K	0.13%	167
2024 Q4	$2.38M	Buy	95,692 +19,482	+26%	+$489K	0.12%	174
2024 Q3	$1.95M	Buy	76,210 +20,440	+37%	+$515K	0.1%	193
2024 Q2	$1.38M	Buy	55,770 +18,695	+50%	+$461K	0.08%	223
2024 Q1	$923K	Buy	37,075 +17,000	+85%	+$423K	0.05%	277
2023 Q4	$504K	Buy	+20,075	New	+$488K	0.03%	328

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Leavell Investment Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 11% in Q2 2026, buying an estimated $580K and bringing the position to 228,180 shares worth $5.76M. The position accounts for 0.21% of the portfolio, ranked #122.

Leavell Investment Management first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Leavell Investment Management held 228,180 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.76M as of Q2 2026.
Leavell Investment Management bought 22,979 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $580K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.21% of Leavell Investment Management's portfolio in Q2 2026, its #122 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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