Leavell Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Buy |
270,987
+4,873
| +2% | +$125K | 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% | +$1.27M | 0.32% | 74 |
|
|
2024
Q3 | $5.31M | Buy |
207,114
+10,933
| +6% | +$280K | 0.26% | 92 |
|
|
2024
Q2 | $4.97M | Buy |
196,181
+205
| +0.1% | +$5.19K | 0.27% | 88 |
|
|
2024
Q1 | $4.97M | Sell |
195,976
-7,000
| -3% | -$177K | 0.29% | 90 |
|
|
2023
Q4 | $5.18M | Buy |
202,976
+22,182
| +12% | +$566K | 0.33% | 78 |
|
|
2023
Q3 | $4.49M | Buy |
180,794
+2,400
| +1% | +$59.5K | 0.31% | 81 |
|
|
2023
Q2 | $4.49M | Sell |
178,394
-800
| -0.4% | -$20.1K | 0.31% | 84 |
|
|
2023
Q1 | $4.58M | Buy |
179,194
+494
| +0.3% | +$12.6K | 0.33% | 84 |
|
|
2022
Q4 | $4.51M | Buy |
178,700
+117,984
| +194% | +$2.97M | 0.34% | 84 |
|
|
2022
Q3 | $1.5M | Buy |
60,716
+19,544
| +47% | +$481K | 0.12% | 174 |
|
|
2022
Q2 | $1.04M | Buy |
+41,172
| New | +$1.04M | 0.08% | 222 |
|