LIM
IBMN

Leavell Investment Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Leavell Investment Management’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-263,680
Closed -$7.06M – 598
2025
Q3 		$7.06M Sell
263,680
-37,979
-13% -$1.02M 0.3% 77
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% +$60.1K 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 		$8.56M Buy
322,651
+27,916
+9% +$734K 0.54% 49
2023
Q3 		$7.69M Sell
294,735
-2,450
-0.8% -$64.3K 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% +$143K 0.57% 48
2022
Q4 		$7.74M Buy
293,571
+76,419
+35% +$2M 0.58% 48
2022
Q3 		$5.63M Buy
217,152
+43,856
+25% +$1.16M 0.45% 65
2022
Q2 		$4.62M Buy
173,296
+61,085
+54% +$1.61M 0.35% 82
2022
Q1 		$2.99M Sell
112,211
-13,289
-11% -$362K 0.21% 124
2021
Q4 		$3.5M Buy
+125,500
New +$3.5M 0.23% 111

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Leavell Investment Management's IBMN Position: Q4 2025 in Review

Leavell Investment Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 263,680 shares — an estimated $7.06M sold.

Leavell Investment Management first reported a position in IBMN in Q4 2021 and held it in 16 quarters. The position peaked at $8.56M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Leavell Investment Management sold 263,680 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $7.06M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2021 and held it in 16 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $8.56M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Leavell Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.