LIM
IBML

Leavell Investment Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Leavell Investment Management’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-326,389
Closed -$8.33M – 480
2023
Q3 		$8.33M Sell
326,389
-51,500
-14% -$1.31M 0.58% 47
2023
Q2 		$9.63M Sell
377,889
-47,550
-11% -$1.21M 0.65% 42
2023
Q1 		$10.8M Buy
425,439
+43
+0% +$1.09K 0.77% 36
2022
Q4 		$10.8M Buy
425,396
+7,988
+2% +$202K 0.81% 36
2022
Q3 		$10.5M Sell
417,408
-13,275
-3% -$337K 0.84% 28
2022
Q2 		$11M Buy
430,683
+43,792
+11% +$1.11M 0.84% 30
2022
Q1 		$9.86M Sell
386,891
-10,350
-3% -$266K 0.68% 42
2021
Q4 		$10.3M Sell
397,241
-6,535
-2% -$170K 0.68% 42
2021
Q3 		$10.5M Buy
403,776
+43,175
+12% +$1.13M 0.78% 34
2021
Q2 		$9.44M Hold
360,601
– – 0.77% 35
2021
Q1 		$9.44M Buy
360,601
+31,500
+10% +$825K 0.77% 35
2020
Q4 		$8.62M Buy
329,101
+40,150
+14% +$1.05M 0.74% 38
2020
Q3 		$7.59M Buy
288,951
+33,766
+13% +$888K 0.66% 46
2020
Q2 		$6.7M Buy
255,185
+98,165
+63% +$2.55M 0.65% 47
2020
Q1 		$4.03M Buy
157,020
+12,375
+9% +$319K 0.47% 64
2019
Q4 		$3.73M Buy
144,645
+1,500
+1% +$38.7K 0.35% 87
2019
Q3 		$3.69M Buy
143,145
+62,000
+76% +$1.6M 0.38% 83
2019
Q2 		$2.09M Buy
81,145
+6,345
+8% +$162K 0.22% 119
2019
Q1 		$1.91M Buy
74,800
+38,000
+103% +$962K 0.21% 123
2018
Q4 		$924K Buy
36,800
+2,800
+8% +$69.5K 0.12% 176
2018
Q3 		$845K Buy
34,000
+24,000
+240% +$599K 0.09% 202
2018
Q2 		$250K Buy
+10,000
New +$249K 0.03% 341

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

Leavell Investment Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 326,389 shares — an estimated $8.33M sold.

Leavell Investment Management first reported a position in IBML in Q2 2018 and held it in 22 quarters. The position peaked at $11M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Leavell Investment Management sold 326,389 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $8.33M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2018 and held it in 22 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $11M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

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