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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.36M	Buy	92,949 +4,000	+4%	+$101K	0.09%	212
2026 Q1	$2.25M	Buy	88,949 +1,375	+2%	+$35.1K	0.09%	208
2025 Q4	$2.23M	Buy	87,574 +48,541	+124%	+$1.23M	0.09%	205
2025 Q3	$997K	Buy	39,033 +10,170	+35%	+$259K	0.04%	303
2025 Q2	$728K	Buy	28,863 +15,045	+109%	+$375K	0.03%	344
2025 Q1	$346K	Buy	13,818 +165	+1%	+$4.14K	0.02%	447
2024 Q4	$341K	Buy	13,653 +5,250	+62%	+$132K	0.02%	447
2024 Q3	$214K	Buy	+8,403	New	+$212K	0.01%	514

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 4.5% in Q2 2026, buying an estimated $101K and bringing the position to 92,949 shares worth $2.36M. The position accounts for 0.09% of the portfolio, ranked #212.

Leavell Investment Management first reported a position in IBMR in Q3 2024 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Leavell Investment Management held 92,949 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.36M as of Q2 2026.
Leavell Investment Management bought 4,000 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $101K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.09% of Leavell Investment Management's portfolio in Q2 2026, its #212 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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