LIM
IBTM icon

Leavell Investment Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Leavell Investment Management’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Buy
26,985
+3,115
+13% +$70.8K 0.02% 399
2026
Q1 		$547K Buy
+23,870
New +$551K 0.02% 402

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Leavell Investment Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 13% in Q2 2026, buying an estimated $70.8K and bringing the position to 26,985 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #399.

Leavell Investment Management first reported a position in IBTM in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Leavell Investment Management held 26,985 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $612K as of Q2 2026.
  • Leavell Investment Management bought 3,115 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $70.8K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #399 holding.
  • Leavell Investment Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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