Leavell Investment Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.23M	Buy	191,149 +13,138	+7%	+$291K	0.15%	153
2026 Q1	$3.97M	Buy	178,011 +38,600	+28%	+$863K	0.16%	145
2025 Q4	$3.12M	Buy	139,411 +37,314	+37%	+$835K	0.13%	167
2025 Q3	$2.29M	Buy	102,097 +14,974	+17%	+$334K	0.1%	204
2025 Q2	$1.95M	Buy	87,123 +23,749	+37%	+$528K	0.09%	215
2025 Q1	$1.41M	Buy	63,374 +6,328	+11%	+$139K	0.07%	243
2024 Q4	$1.25M	Buy	57,046 +18,028	+46%	+$397K	0.06%	253
2024 Q3	$878K	Buy	39,018 +18,918	+94%	+$421K	0.04%	307
2024 Q2	$439K	Buy	+20,100	New	+$436K	0.02%	373

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7.4% in Q2 2026, buying an estimated $291K and bringing the position to 191,149 shares worth $4.23M. The position accounts for 0.15% of the portfolio, ranked #153.

Leavell Investment Management first reported a position in IBTI in Q2 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Leavell Investment Management held 191,149 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $4.23M as of Q2 2026.
Leavell Investment Management bought 13,138 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $291K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.15% of Leavell Investment Management's portfolio in Q2 2026, its #153 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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