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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
Q1 		$547K Buy
+23,870
New +$551K 0.02% 402

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Leavell Investment Management's IBTM Position: Q1 2026 in Review

Leavell Investment Management opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026: 23,870 shares worth $547K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings.

115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Leavell Investment Management held 23,870 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $547K as of Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new Leavell Investment Management position in Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of Leavell Investment Management's portfolio in Q1 2026, its #402 holding.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.