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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$779K	Buy	35,522 +17,233	+94%	+$378K	0.03%	332
2025 Q1	$398K	Buy	18,289 +2,939	+19%	+$64K	0.02%	422
2024 Q4	$327K	Buy	15,350 +1,000	+7%	+$21.3K	0.02%	453
2024 Q3	$317K	Buy	+14,350	New	+$317K	0.02%	454