Leavell Investment Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Sell |
224,028
-18,078
| -7% | -$415K | 0.23% | 103 |
|
|
2025
Q1 | $5.55M | Buy |
242,106
+17,557
| +8% | +$403K | 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% | +$1.26M | 0.19% | 126 |
|
|
2024
Q2 | $2.41M | Buy |
106,395
+29,105
| +38% | +$659K | 0.13% | 157 |
|
|
2024
Q1 | $1.76M | Buy |
77,290
+16,878
| +28% | +$383K | 0.1% | 192 |
|
|
2023
Q4 | $1.38M | Buy |
60,412
+31,433
| +108% | +$719K | 0.09% | 212 |
|
|
2023
Q3 | $651K | Buy |
28,979
+11,089
| +62% | +$249K | 0.05% | 300 |
|
|
2023
Q2 | $405K | Buy |
17,890
+1,350
| +8% | +$30.6K | 0.03% | 360 |
|
|
2023
Q1 | $382K | Buy |
16,540
+7,055
| +74% | +$163K | 0.03% | 355 |
|
|
2022
Q4 | $215K | Buy |
+9,485
| New | +$215K | 0.02% | 423 |
|