LIM
IBMI

Leavell Investment Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Leavell Investment Management’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-221,861
Closed -$5.66M – 374
2020
Q2 		$5.66M Buy
221,861
+14,520
+7% +$370K 0.55% 58
2020
Q1 		$5.26M Sell
207,341
-2,770
-1% -$70.6K 0.61% 50
2019
Q4 		$5.36M Buy
210,111
+24,500
+13% +$626K 0.5% 57
2019
Q3 		$4.74M Buy
185,611
+21,000
+13% +$537K 0.49% 61
2019
Q2 		$4.21M Buy
164,611
+8,614
+6% +$220K 0.44% 65
2019
Q1 		$3.98M Buy
155,997
+4,000
+3% +$102K 0.44% 70
2018
Q4 		$3.86M Buy
151,997
+11,000
+8% +$278K 0.48% 60
2018
Q3 		$3.56M Buy
140,997
+23,500
+20% +$596K 0.38% 80
2018
Q2 		$2.98M Buy
117,497
+5,500
+5% +$139K 0.34% 89
2018
Q1 		$2.84M Buy
111,997
+10,000
+10% +$254K 0.33% 91
2017
Q4 		$2.59M Buy
101,997
+1,000
+1% +$25.5K 0.3% 97
2017
Q3 		$2.6M Buy
100,997
+52,997
+110% +$1.36M 0.32% 92
2017
Q2 		$1.23M Buy
+48,000
New +$1.23M 0.16% 148

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Leavell Investment Management's IBMI Position: Q3 2020 in Review

Leavell Investment Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 221,861 shares — an estimated $5.66M sold.

Leavell Investment Management first reported a position in IBMI in Q2 2017 and held it in 13 quarters. The position peaked at $5.66M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Leavell Investment Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Leavell Investment Management sold 221,861 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $5.66M.
  • Leavell Investment Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2017 and held it in 13 quarters.
  • Leavell Investment Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $5.66M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Leavell Investment Management's 13F filing for Q3 2020, filed 27 Oct 2020.