Leavell Investment Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-134,997	Closed	-$3.43M	–	386
2018 Q2	$3.43M	Buy	134,997 +2,000	+2%	+$50.8K	0.39%	74
2018 Q1	$3.38M	Buy	132,997 +13,000	+11%	+$330K	0.39%	75
2017 Q4	$3.05M	Buy	119,997 +5,000	+4%	+$127K	0.36%	87
2017 Q3	$2.93M	Buy	114,997 +71,997	+167%	+$1.83M	0.36%	86
2017 Q2	$1.09M	Buy	+43,000	New	+$1.1M	0.14%	159

Other funds holding IBMG

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Leavell Investment Management's IBMG Position: Q3 2018 in Review

Leavell Investment Management sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 134,997 shares — an estimated $3.43M sold.

Leavell Investment Management first reported a position in IBMG in Q2 2017 and held it in 5 quarters. The position peaked at $3.43M in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Leavell Investment Management reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Leavell Investment Management sold 134,997 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $3.43M.
Leavell Investment Management first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2017 and held it in 5 quarters.
Leavell Investment Management's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $3.43M in Q2 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Leavell Investment Management's 13F filing for Q3 2018, filed 22 Oct 2018.