LIM
IBHC

Leavell Investment Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Leavell Investment Management’s Portfolio IBHC Stock Details IBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,945
Closed -$235K – 475
2023
Q3 		$235K Sell
9,945
-8,767
-47% -$207K 0.02% 428
2023
Q2 		$442K Sell
18,712
-2,700
-13% -$63.7K 0.03% 348
2023
Q1 		$506K Buy
21,412
+127
+0.6% +$2.99K 0.04% 320
2022
Q4 		$500K Buy
21,285
+1,534
+8% +$35.9K 0.04% 313
2022
Q3 		$461K Buy
19,751
+1,452
+8% +$34.1K 0.04% 317
2022
Q2 		$428K Hold
18,299
– – 0.03% 326
2022
Q1 		$436K Buy
18,299
+332
+2% +$7.98K 0.03% 328
2021
Q4 		$439K Buy
+17,967
New +$440K 0.03% 340

Other funds holding IBHC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Leavell Investment Management's IBHC Position: Q4 2023 in Review

Leavell Investment Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 9,945 shares — an estimated $235K sold.

Leavell Investment Management first reported a position in IBHC in Q4 2021 and held it in 8 quarters. The position peaked at $506K in Q1 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Leavell Investment Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Leavell Investment Management sold 9,945 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $235K.
  • Leavell Investment Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q4 2021 and held it in 8 quarters.
  • Leavell Investment Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $506K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Leavell Investment Management's 13F filing for Q4 2023, filed 23 Jan 2024.