LIM
IBTF

Leavell Investment Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Leavell Investment Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-119,206
Closed -$2.79M – 599
2025
Q3 		$2.79M Sell
119,206
-29,939
-20% -$699K 0.12% 179
2025
Q2 		$3.48M Sell
149,145
-120,930
-45% -$2.82M 0.16% 149
2025
Q1 		$6.31M Sell
270,075
-1,158
-0.4% -$27K 0.31% 77
2024
Q4 		$6.33M Buy
271,233
+54,729
+25% +$1.28M 0.31% 76
2024
Q3 		$5.07M Buy
216,504
+58,279
+37% +$1.36M 0.25% 97
2024
Q2 		$3.67M Buy
158,225
+14,254
+10% +$330K 0.2% 113
2024
Q1 		$3.34M Buy
143,971
+10,588
+8% +$246K 0.19% 119
2023
Q4 		$3.1M Buy
133,383
+44,445
+50% +$1.03M 0.2% 122
2023
Q3 		$2.05M Buy
88,938
+28,316
+47% +$654K 0.14% 151
2023
Q2 		$1.4M Buy
60,622
+24,406
+67% +$571K 0.1% 201
2023
Q1 		$852K Buy
36,216
+18,877
+109% +$441K 0.06% 269
2022
Q4 		$404K Buy
+17,339
New +$404K 0.03% 339

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Leavell Investment Management's IBTF Position: Q4 2025 in Review

Leavell Investment Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 119,206 shares — an estimated $2.79M sold.

Leavell Investment Management first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $6.33M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Leavell Investment Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Leavell Investment Management sold 119,206 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.79M.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Leavell Investment Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $6.33M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Leavell Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.