Leavell Investment Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.28M	Buy	50,439 +24,328	+93%	+$618K	0.06%	267
2025 Q1	$660K	Hold	26,111	–	–	0.03%	334
2024 Q4	$657K	Buy	26,111 +5,455	+26%	+$137K	0.03%	335
2024 Q3	$529K	Buy	20,656 +12,326	+148%	+$316K	0.03%	372
2024 Q2	$208K	Buy	+8,330	New	+$208K	0.01%	487