LIM
IBMH

Leavell Investment Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Leavell Investment Management’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-143,997
Closed -$3.66M – 393
2019
Q2 		$3.66M Hold
143,997
– – 0.39% 80
2019
Q1 		$3.67M Sell
143,997
-3,000
-2% -$76.2K 0.41% 77
2018
Q4 		$3.73M Buy
146,997
+14,000
+11% +$355K 0.47% 66
2018
Q3 		$3.37M Buy
132,997
+8,000
+6% +$203K 0.36% 84
2018
Q2 		$3.17M Buy
124,997
+4,000
+3% +$101K 0.36% 81
2018
Q1 		$3.06M Buy
120,997
+12,000
+11% +$304K 0.36% 84
2017
Q4 		$2.76M Buy
108,997
+3,000
+3% +$76.3K 0.33% 92
2017
Q3 		$2.71M Buy
105,997
+58,997
+126% +$1.51M 0.33% 90
2017
Q2 		$1.2M Buy
+47,000
New +$1.2M 0.15% 151

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Leavell Investment Management's IBMH Position: Q3 2019 in Review

Leavell Investment Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 143,997 shares — an estimated $3.66M sold.

Leavell Investment Management first reported a position in IBMH in Q2 2017 and held it in 9 quarters. The position peaked at $3.73M in Q4 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Leavell Investment Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Leavell Investment Management sold 143,997 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $3.66M.
  • Leavell Investment Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2017 and held it in 9 quarters.
  • Leavell Investment Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $3.73M in Q4 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Leavell Investment Management's 13F filing for Q3 2019, filed 28 Oct 2019.