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Leavell Investment Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Leavell Investment Management’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$728K Buy
28,863
+15,045
+109% +$380K 0.03% 344
2025
Q1 		$346K Buy
13,818
+165
+1% +$4.13K 0.02% 447
2024
Q4 		$341K Buy
13,653
+5,250
+62% +$131K 0.02% 447
2024
Q3 		$214K Buy
+8,403
New +$214K 0.01% 514