Leavell Investment Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$894K	Buy	38,335 +11,542	+43%	+$269K	0.04%	315
2025 Q1	$620K	Buy	26,793 +3,091	+13%	+$71.5K	0.03%	347
2024 Q4	$540K	Buy	23,702 +5,517	+30%	+$126K	0.03%	362
2024 Q3	$428K	Buy	+18,185	New	+$428K	0.02%	410