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Ishares Ibonds Dec 2029 Term T shares owned by Leavell Investment Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T held by Leavell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 65k 21.96
2025-06-30 $779k 36k 21.92
2025-03-31 $398k 18k 21.77
2024-12-31 $327k 15k 21.33
2024-09-30 $317k 14k 22.11

More positions owned by Leavell Investment Management

NVIDIA Corporation (NVDA)
Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
Vanguard Small Cap ETF Small Cp Etf (VB)
JPMorgan Chase & Co. (JPM)
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)
Blackstone Group Com Cl A (BX)

View all positions for Leavell Investment Management

Top funds holding Ishares Ibonds Dec 2029 Term T

TRUE Private Wealth Advisors
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Hengehold Capital Management
UBS Group
Atwood & Palmer
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
Vista Private Wealth Partners
Commonwealth Equity Services
Confluence Investment Management

View all funds holding Ishares Ibonds Dec 2029 Term T