Leavell Investment Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36M	Buy	69,841 +18,447	+36%	+$361K	0.05%	277
2026 Q1	$1.01M	Buy	51,394 +24,683	+92%	+$490K	0.04%	311
2025 Q4	$530K	Buy	26,711 +6,656	+33%	+$132K	0.02%	394
2025 Q3	$399K	Buy	20,055 +6,330	+46%	+$125K	0.02%	458
2025 Q2	$272K	Buy	+13,725	New	+$269K	0.01%	508

Other funds holding IBTK

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 36% in Q2 2026, buying an estimated $361K and bringing the position to 69,841 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #277.

Leavell Investment Management first reported a position in IBTK in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Leavell Investment Management held 69,841 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.36M as of Q2 2026.
Leavell Investment Management bought 18,447 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $361K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #277 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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