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 Q2	$2.55M	Sell	117,569 -1,732	-1%	-$37.6K	0.09%	202
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Leavell Investment Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.5% in Q2 2026, selling an estimated $37.6K and leaving 117,569 shares worth $2.55M. The position accounts for 0.09% of the portfolio, ranked #202.

Leavell Investment Management first reported a position in IBTJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.61M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Leavell Investment Management held 117,569 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $2.55M as of Q2 2026.
Leavell Investment Management sold 1,732 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $37.6K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.09% of Leavell Investment Management's portfolio in Q2 2026, its #202 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Leavell Investment Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.61M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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