Leavell Investment Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-221,513
| Closed | -$5.78M | – | 559 |
|
|
2024
Q3 | $5.78M | Sell |
221,513
-6,900
| -3% | -$180K | 0.29% | 83 |
|
|
2024
Q2 | $5.95M | Sell |
228,413
-15,500
| -6% | -$403K | 0.33% | 73 |
|
|
2024
Q1 | $6.33M | Sell |
243,913
-12,500
| -5% | -$324K | 0.37% | 74 |
|
|
2023
Q4 | $6.65M | Sell |
256,413
-95,102
| -27% | -$2.45M | 0.42% | 67 |
|
|
2023
Q3 | $9.03M | Sell |
351,515
-41,000
| -10% | -$1.06M | 0.63% | 44 |
|
|
2023
Q2 | $10.1M | Sell |
392,515
-8,800
| -2% | -$226K | 0.69% | 39 |
|
|
2023
Q1 | $10.4M | Sell |
401,315
-2,557
| -0.6% | -$66K | 0.74% | 37 |
|
|
2022
Q4 | $10.4M | Buy |
403,872
+21,193
| +6% | +$544K | 0.78% | 38 |
|
|
2022
Q3 | $9.76M | Buy |
382,679
+12,573
| +3% | +$326K | 0.77% | 36 |
|
|
2022
Q2 | $9.62M | Buy |
370,106
+45,425
| +14% | +$1.17M | 0.74% | 40 |
|
|
2022
Q1 | $8.44M | Sell |
324,681
-12,154
| -4% | -$321K | 0.58% | 51 |
|
|
2021
Q4 | $9.03M | Buy |
336,835
+10,290
| +3% | +$276K | 0.6% | 49 |
|
|
2021
Q3 | $8.8M | Buy |
326,545
+127,185
| +64% | +$3.44M | 0.66% | 45 |
|
|
2021
Q2 | $5.38M | Hold |
199,360
| – | – | 0.44% | 67 |
|
|
2021
Q1 | $5.38M | Buy |
199,360
+89,000
| +81% | +$2.41M | 0.44% | 67 |
|
|
2020
Q4 | $2.99M | Buy |
110,360
+18,250
| +20% | +$494K | 0.26% | 109 |
|
|
2020
Q3 | $2.5M | Buy |
92,110
+74,935
| +436% | +$2.03M | 0.22% | 114 |
|
|
2020
Q2 | $463K | Buy |
17,175
+6,975
| +68% | +$186K | 0.05% | 266 |
|
|
2020
Q1 | $267K | Hold |
10,200
| – | – | 0.03% | 302 |
|
|
2019
Q4 | $270K | Hold |
10,200
| – | – | 0.03% | 343 |
|
|
2019
Q3 | $268K | Buy |
+10,200
| New | +$270K | 0.03% | 342 |
|
Other funds holding IBMM
Leavell Investment Management's IBMM Position: Q4 2024 in Review
Leavell Investment Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 221,513 shares — an estimated $5.78M sold.
Leavell Investment Management first reported a position in IBMM in Q3 2019 and held it in 21 quarters. The position peaked at $10.4M in Q4 2022. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.
- Leavell Investment Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
- Leavell Investment Management sold 221,513 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $5.78M.
- Leavell Investment Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2019 and held it in 21 quarters.
- Leavell Investment Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $10.4M in Q4 2022.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.
Based on Leavell Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.