LIM
IBMS

Leavell Investment Management’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Leavell Investment Management’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$746K Buy
28,825
+4,100
+17% +$106K 0.03% 365
2026
Q1 		$639K Buy
24,725
+1,335
+6% +$34.9K 0.03% 375
2025
Q4 		$610K Sell
23,390
-5,725
-20% -$149K 0.03% 373
2025
Q3 		$759K Buy
29,115
+9,010
+45% +$233K 0.03% 345
2025
Q2 		$516K Buy
+20,105
New +$509K 0.02% 401

Other funds holding IBMS

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 $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 17% in Q2 2026, buying an estimated $106K and bringing the position to 28,825 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #365.

Leavell Investment Management first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $759K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Leavell Investment Management held 28,825 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $746K as of Q2 2026.
  • Leavell Investment Management bought 4,100 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #365 holding.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Leavell Investment Management's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $759K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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