Leavell Investment Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
140,820
+25,306
| +22% | +$569K | 0.14% | 157 |
|
|
2025
Q1 | $2.59M | Buy |
115,514
+6,363
| +6% | +$143K | 0.13% | 165 |
|
|
2024
Q4 | $2.42M | Buy |
109,151
+17,043
| +19% | +$378K | 0.12% | 172 |
|
|
2024
Q3 | $2.08M | Buy |
92,108
+43,685
| +90% | +$989K | 0.1% | 186 |
|
|
2024
Q2 | $1.07M | Buy |
48,423
+18,593
| +62% | +$410K | 0.06% | 261 |
|
|
2024
Q1 | $661K | Buy |
29,830
+5,898
| +25% | +$131K | 0.04% | 313 |
|
|
2023
Q4 | $536K | Buy |
+23,932
| New | +$536K | 0.03% | 319 |
|