Leavell Investment Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Leavell Investment Management’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.59M	Buy	180,734 +19,000	+12%	+$482K	0.17%	145
2026 Q1	$4.11M	Sell	161,734 -46,300	-22%	-$1.18M	0.17%	141
2025 Q4	$5.28M	Buy	208,034 +18,443	+10%	+$468K	0.22%	115
2025 Q3	$4.83M	Buy	189,591 +11,448	+6%	+$291K	0.2%	120
2025 Q2	$4.52M	Buy	178,143 +3,506	+2%	+$88.3K	0.2%	119
2025 Q1	$4.41M	Buy	174,637 +8,975	+5%	+$227K	0.22%	113
2024 Q4	$4.16M	Buy	165,662 +107,750	+186%	+$2.72M	0.2%	118
2024 Q3	$1.47M	Buy	57,912 +31,086	+116%	+$786K	0.07%	236
2024 Q2	$671K	Buy	26,826 +16,700	+165%	+$417K	0.04%	320
2024 Q1	$255K	Buy	10,126 +1,000	+11%	+$25.3K	0.01%	441
2023 Q4	$232K	Buy	+9,126	New	+$227K	0.01%	440

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 12% in Q2 2026, buying an estimated $482K and bringing the position to 180,734 shares worth $4.59M. The position accounts for 0.17% of the portfolio, ranked #145.

Leavell Investment Management first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.28M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Leavell Investment Management held 180,734 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $4.59M as of Q2 2026.
Leavell Investment Management bought 19,000 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $482K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.17% of Leavell Investment Management's portfolio in Q2 2026, its #145 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Leavell Investment Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $5.28M in Q4 2025.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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