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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.95M	Buy	87,123 +23,749	+37%	+$531K	0.09%	215
2025 Q1	$1.41M	Buy	63,374 +6,328	+11%	+$141K	0.07%	243
2024 Q4	$1.25M	Buy	57,046 +18,028	+46%	+$395K	0.06%	253
2024 Q3	$878K	Buy	39,018 +18,918	+94%	+$426K	0.04%	307
2024 Q2	$439K	Buy	+20,100	New	+$439K	0.02%	373