Leavell Investment Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Leavell Investment Management’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.81M	Buy	259,828 +22,261	+9%	+$498K	0.21%	121
2026 Q1	$5.33M	Buy	237,567 +42,445	+22%	+$954K	0.22%	116
2025 Q4	$4.38M	Buy	195,122 +38,953	+25%	+$876K	0.18%	125
2025 Q3	$3.52M	Buy	156,169 +15,349	+11%	+$345K	0.15%	149
2025 Q2	$3.17M	Buy	140,820 +25,306	+22%	+$567K	0.14%	157
2025 Q1	$2.59M	Buy	115,514 +6,363	+6%	+$142K	0.13%	165
2024 Q4	$2.42M	Buy	109,151 +17,043	+19%	+$380K	0.12%	172
2024 Q3	$2.08M	Buy	92,108 +43,685	+90%	+$980K	0.1%	186
2024 Q2	$1.07M	Buy	48,423 +18,593	+62%	+$408K	0.06%	261
2024 Q1	$661K	Buy	29,830 +5,898	+25%	+$131K	0.04%	313
2023 Q4	$536K	Buy	+23,932	New	+$526K	0.03%	319

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 9.4% in Q2 2026, buying an estimated $498K and bringing the position to 259,828 shares worth $5.81M. The position accounts for 0.21% of the portfolio, ranked #121.

Leavell Investment Management first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Leavell Investment Management held 259,828 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $5.81M as of Q2 2026.
Leavell Investment Management bought 22,261 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $498K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.21% of Leavell Investment Management's portfolio in Q2 2026, its #121 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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