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Leavell Investment Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Leavell Investment Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.24M Sell
228,759
-1,064
-0.5% -$24.3K 0.19% 129
2026
Q1 		$5.27M Sell
229,823
-11,883
-5% -$272K 0.22% 117
2025
Q4 		$5.53M Buy
241,706
+9,864
+4% +$226K 0.23% 106
2025
Q3 		$5.32M Buy
231,842
+7,814
+3% +$179K 0.22% 106
2025
Q2 		$5.14M Sell
224,028
-18,078
-7% -$414K 0.23% 103
2025
Q1 		$5.55M Buy
242,106
+17,557
+8% +$401K 0.27% 91
2024
Q4 		$5.12M Buy
224,549
+63,365
+39% +$1.45M 0.25% 95
2024
Q3 		$3.72M Buy
161,184
+54,789
+51% +$1.25M 0.19% 126
2024
Q2 		$2.41M Buy
106,395
+29,105
+38% +$657K 0.13% 157
2024
Q1 		$1.75M Buy
77,290
+16,878
+28% +$384K 0.1% 192
2023
Q4 		$1.38M Buy
60,412
+31,433
+108% +$709K 0.09% 212
2023
Q3 		$651K Buy
28,979
+11,089
+62% +$250K 0.05% 300
2023
Q2 		$405K Buy
17,890
+1,350
+8% +$31K 0.03% 360
2023
Q1 		$382K Buy
16,540
+7,055
+74% +$161K 0.03% 355
2022
Q4 		$215K Buy
+9,485
New +$215K 0.02% 423

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Leavell Investment Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.46% in Q2 2026, selling an estimated $24.3K and leaving 228,759 shares worth $5.24M. The position accounts for 0.19% of the portfolio, ranked #129.

Leavell Investment Management first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.55M in Q1 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Leavell Investment Management held 228,759 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $5.24M as of Q2 2026.
  • Leavell Investment Management sold 1,064 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $24.3K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.19% of Leavell Investment Management's portfolio in Q2 2026, its #129 holding.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Leavell Investment Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $5.55M in Q1 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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