Leavell Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.56M	Sell	255,821 -44,066	-15%	-$1.13M	0.27%	94
2025 Q4	$7.69M	Buy	299,887 +33,800	+13%	+$866K	0.32%	73
2025 Q3	$6.83M	Sell	266,087 -4,900	-2%	-$126K	0.29%	82
2025 Q2	$6.94M	Buy	270,987 +4,873	+2%	+$124K	0.31%	75
2025 Q1	$6.8M	Buy	266,114 +9,000	+4%	+$230K	0.34%	72
2024 Q4	$6.55M	Buy	257,114 +50,000	+24%	+$1.28M	0.32%	74
2024 Q3	$5.31M	Buy	207,114 +10,933	+6%	+$279K	0.26%	92
2024 Q2	$4.97M	Buy	196,181 +205	+0.1%	+$5.18K	0.27%	88
2024 Q1	$4.97M	Sell	195,976 -7,000	-3%	-$178K	0.29%	90
2023 Q4	$5.18M	Buy	202,976 +22,182	+12%	+$557K	0.33%	78
2023 Q3	$4.49M	Buy	180,794 +2,400	+1%	+$60.1K	0.31%	81
2023 Q2	$4.49M	Sell	178,394 -800	-0.4%	-$20.2K	0.31%	84
2023 Q1	$4.58M	Buy	179,194 +494	+0.3%	+$12.5K	0.33%	84
2022 Q4	$4.5M	Buy	178,700 +117,984	+194%	+$2.94M	0.34%	84
2022 Q3	$1.5M	Buy	60,716 +19,544	+47%	+$496K	0.12%	174
2022 Q2	$1.04M	Buy	+41,172	New	+$1.04M	0.08%	222