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Leavell Investment Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Leavell Investment Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.61M Buy
119,301
+26,247
+28% +$576K 0.11% 187
2025
Q4 		$2.04M Buy
93,054
+27,678
+42% +$608K 0.09% 215
2025
Q3 		$1.44M Buy
65,376
+29,854
+84% +$653K 0.06% 260
2025
Q2 		$779K Buy
35,522
+17,233
+94% +$375K 0.03% 332
2025
Q1 		$398K Buy
18,289
+2,939
+19% +$63.1K 0.02% 422
2024
Q4 		$327K Buy
15,350
+1,000
+7% +$21.6K 0.02% 453
2024
Q3 		$317K Buy
+14,350
New +$314K 0.02% 454

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return