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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
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 $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leavell Investment Management's IBDW Position: Q1 2026 in Review

Leavell Investment Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 56% in Q1 2026, buying an estimated $232K and bringing the position to 30,585 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #374.

Leavell Investment Management first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Leavell Investment Management held 30,585 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $640K as of Q1 2026.
  • Leavell Investment Management bought 10,970 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $232K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of Leavell Investment Management's portfolio in Q1 2026, its #374 holding.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.