Leavell Investment Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$947K	Buy	46,895 +10,585	+29%	+$214K	0.03%	333
2026 Q1	$741K	Buy	36,310 +14,815	+69%	+$304K	0.03%	347
2025 Q4	$441K	Hold	21,495	–	–	0.02%	434
2025 Q3	$442K	Buy	21,495 +8,830	+70%	+$181K	0.02%	434
2025 Q2	$260K	Buy	+12,665	New	+$257K	0.01%	513

Other funds holding IBTL

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

TPWA

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 29% in Q2 2026, buying an estimated $214K and bringing the position to 46,895 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #333.

Leavell Investment Management first reported a position in IBTL in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Leavell Investment Management held 46,895 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $947K as of Q2 2026.
Leavell Investment Management bought 10,585 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $214K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #333 holding.
Leavell Investment Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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