LIM
IBTE

Leavell Investment Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Leavell Investment Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-157,421
Closed -$3.78M – 553
2024
Q3 		$3.78M Sell
157,421
-36,977
-19% -$885K 0.19% 124
2024
Q2 		$4.66M Sell
194,398
-683
-0.4% -$16.3K 0.26% 92
2024
Q1 		$4.67M Buy
195,081
+1,512
+0.8% +$36.1K 0.27% 97
2023
Q4 		$4.62M Buy
193,569
+30,764
+19% +$733K 0.29% 90
2023
Q3 		$3.88M Buy
162,805
+5,305
+3% +$126K 0.27% 94
2023
Q2 		$3.75M Buy
157,500
+8,644
+6% +$206K 0.25% 104
2023
Q1 		$3.57M Buy
148,856
+75,551
+103% +$1.8M 0.25% 107
2022
Q4 		$1.75M Buy
+73,305
New +$1.75M 0.13% 163

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Leavell Investment Management's IBTE Position: Q4 2024 in Review

Leavell Investment Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 157,421 shares — an estimated $3.78M sold.

Leavell Investment Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $4.67M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Leavell Investment Management sold 157,421 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $3.78M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $4.67M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Leavell Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.