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