Leavell Investment Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.07M | Sell |
301,659
-4,527
| -1% | -$121K | 0.36% | 63 |
|
2025
Q1 | $8.19M | Buy |
306,186
+2,250
| +0.7% | +$60.2K | 0.41% | 62 |
|
2024
Q4 | $8.09M | Sell |
303,936
-10,000
| -3% | -$266K | 0.4% | 60 |
|
2024
Q3 | $8.37M | Buy |
313,936
+8,260
| +3% | +$220K | 0.42% | 59 |
|
2024
Q2 | $8.1M | Sell |
305,676
-725
| -0.2% | -$19.2K | 0.45% | 60 |
|
2024
Q1 | $8.11M | Sell |
306,401
-16,250
| -5% | -$430K | 0.47% | 57 |
|
2023
Q4 | $8.57M | Buy |
322,651
+27,916
| +9% | +$741K | 0.54% | 49 |
|
2023
Q3 | $7.69M | Sell |
294,735
-2,450
| -0.8% | -$63.9K | 0.54% | 52 |
|
2023
Q2 | $7.83M | Sell |
297,185
-1,800
| -0.6% | -$47.4K | 0.53% | 50 |
|
2023
Q1 | $7.96M | Buy |
298,985
+5,414
| +2% | +$144K | 0.57% | 48 |
|
2022
Q4 | $7.74M | Buy |
293,571
+76,419
| +35% | +$2.02M | 0.58% | 48 |
|
2022
Q3 | $5.63M | Buy |
217,152
+43,856
| +25% | +$1.14M | 0.45% | 65 |
|
2022
Q2 | $4.62M | Buy |
173,296
+61,085
| +54% | +$1.63M | 0.35% | 82 |
|
2022
Q1 | $2.99M | Sell |
112,211
-13,289
| -11% | -$354K | 0.21% | 124 |
|
2021
Q4 | $3.5M | Buy |
+125,500
| New | +$3.5M | 0.23% | 111 |
|