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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Buy	112,876 +24,430	+28%	+$566K	0.1%	198
2026 Q1	$2.06M	Buy	88,446 +12,250	+16%	+$287K	0.08%	219
2025 Q4	$1.78M	Buy	76,196 +24,162	+46%	+$566K	0.07%	229
2025 Q3	$1.22M	Buy	52,034 +13,699	+36%	+$320K	0.05%	279
2025 Q2	$894K	Buy	38,335 +11,542	+43%	+$266K	0.04%	315
2025 Q1	$620K	Buy	26,793 +3,091	+13%	+$70.9K	0.03%	347
2024 Q4	$540K	Buy	23,702 +5,517	+30%	+$127K	0.03%	362
2024 Q3	$428K	Buy	+18,185	New	+$421K	0.02%	410

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Leavell Investment Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 28% in Q2 2026, buying an estimated $566K and bringing the position to 112,876 shares worth $2.61M. The position accounts for 0.1% of the portfolio, ranked #198.

Leavell Investment Management first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Leavell Investment Management held 112,876 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.61M as of Q2 2026.
Leavell Investment Management bought 24,430 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $566K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.1% of Leavell Investment Management's portfolio in Q2 2026, its #198 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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