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

Leavell Investment Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.02M Buy
273,821
+18,000
+7% +$461K 0.26% 100
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

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leavell Investment Management's IBMO Position: Q2 2026 in Review

Leavell Investment Management increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 7% in Q2 2026, buying an estimated $461K and bringing the position to 273,821 shares worth $7.02M. The position accounts for 0.26% of the portfolio, ranked #100.

Leavell Investment Management first reported a position in IBMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.69M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Leavell Investment Management held 273,821 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $7.02M as of Q2 2026.
  • Leavell Investment Management bought 18,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $461K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.26% of Leavell Investment Management's portfolio in Q2 2026, its #100 holding.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Leavell Investment Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $7.69M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.