LIM
IBMQ icon

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

Leavell Investment Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.39M Buy
132,560
+4,000
+3% +$102K 0.12% 170
2026
Q1 		$3.28M Buy
128,560
+4,625
+4% +$119K 0.13% 163
2025
Q4 		$3.17M Buy
123,935
+24,086
+24% +$615K 0.13% 166
2025
Q3 		$2.56M Buy
99,849
+49,410
+98% +$1.26M 0.11% 190
2025
Q2 		$1.28M Buy
50,439
+24,328
+93% +$613K 0.06% 267
2025
Q1 		$660K Hold
26,111
– – 0.03% 334
2024
Q4 		$657K Buy
26,111
+5,455
+26% +$138K 0.03% 335
2024
Q3 		$529K Buy
20,656
+12,326
+148% +$313K 0.03% 372
2024
Q2 		$208K Buy
+8,330
New +$209K 0.01% 487

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 3.1% in Q2 2026, buying an estimated $102K and bringing the position to 132,560 shares worth $3.39M. The position accounts for 0.12% of the portfolio, ranked #170.

Leavell Investment Management first reported a position in IBMQ in Q2 2024 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Leavell Investment Management held 132,560 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.39M as of Q2 2026.
  • Leavell Investment Management bought 4,000 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.12% of Leavell Investment Management's portfolio in Q2 2026, its #170 holding.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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