Leavell Investment Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	49,509 +10,574	+27%	+$231K	0.04%	317
2026 Q1	$852K	Buy	38,935 +15,465	+66%	+$341K	0.03%	329
2025 Q4	$518K	Buy	23,470 +6,605	+39%	+$146K	0.02%	399
2025 Q3	$374K	Buy	16,865 +3,870	+30%	+$85.2K	0.02%	470
2025 Q2	$286K	Buy	+12,995	New	+$281K	0.01%	499

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Leavell Investment Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 27% in Q2 2026, buying an estimated $231K and bringing the position to 49,509 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #317.

Leavell Investment Management first reported a position in IBDV in Q2 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Leavell Investment Management held 49,509 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.08M as of Q2 2026.
Leavell Investment Management bought 10,574 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $231K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #317 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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