Leavell Investment Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
178,143
+3,506
| +2% | +$88.9K | 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% | +$2.71M | 0.2% | 118 |
|
|
2024
Q3 | $1.47M | Buy |
57,912
+31,086
| +116% | +$791K | 0.07% | 236 |
|
|
2024
Q2 | $671K | Buy |
26,826
+16,700
| +165% | +$418K | 0.04% | 320 |
|
|
2024
Q1 | $255K | Buy |
10,126
+1,000
| +11% | +$25.2K | 0.01% | 441 |
|
|
2023
Q4 | $232K | Buy |
+9,126
| New | +$232K | 0.01% | 440 |
|