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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return