LIM
IBMT

Leavell Investment Management’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Leavell Investment Management’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$710K Buy
27,530
+3,135
+13% +$80.7K 0.03% 376
2026
Q1 		$626K Buy
24,395
+610
+3% +$15.9K 0.03% 379
2025
Q4 		$617K Sell
23,785
-5,790
-20% -$150K 0.03% 371
2025
Q3 		$766K Buy
29,575
+11,685
+65% +$299K 0.03% 344
2025
Q2 		$454K Buy
+17,890
New +$448K 0.02% 423

Other funds holding IBMT

PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 13% in Q2 2026, buying an estimated $80.7K and bringing the position to 27,530 shares worth $710K. The position accounts for 0.03% of the portfolio, ranked #376.

Leavell Investment Management first reported a position in IBMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $766K in Q3 2025. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Leavell Investment Management held 27,530 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $710K as of Q2 2026.
  • Leavell Investment Management bought 3,135 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $80.7K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #376 holding.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Leavell Investment Management's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $766K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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