Leavell Investment Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$768K	Buy	36,852 +6,267	+20%	+$131K	0.03%	362
2026 Q1	$640K	Buy	30,585 +10,970	+56%	+$232K	0.03%	374
2025 Q4	$415K	Buy	19,615 +1,890	+11%	+$40.1K	0.02%	450
2025 Q3	$376K	Buy	17,725 +6,865	+63%	+$145K	0.02%	468
2025 Q2	$228K	Buy	+10,860	New	+$224K	0.01%	542

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 20% in Q2 2026, buying an estimated $131K and bringing the position to 36,852 shares worth $768K. The position accounts for 0.03% of the portfolio, ranked #362.

Leavell Investment Management first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Leavell Investment Management held 36,852 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $768K as of Q2 2026.
Leavell Investment Management bought 6,267 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $131K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #362 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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