LB
IBDQ

Leo Brokerage’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Leo Brokerage’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$3.08M Buy
126,143
+47,936
+61% +$1.17M 0.35% 42
2023
Q1 		$1.92M Buy
+78,207
New +$1.91M 0.29% 71

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Leo Brokerage's IBDQ Position: Q2 2023 in Review

Leo Brokerage increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 61% in Q2 2023, buying an estimated $1.17M and bringing the position to 126,143 shares worth $3.08M. The position accounts for 0.35% of the portfolio, ranked #42.

Leo Brokerage first reported a position in IBDQ in Q1 2023 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold IBDQ as of Q2 2023.

  • Leo Brokerage held 126,143 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $3.08M as of Q2 2023.
  • Leo Brokerage bought 47,936 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2023, an estimated $1.17M.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.35% of Leo Brokerage's portfolio in Q2 2023, its #42 holding.
  • Leo Brokerage first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and has held it in 2 quarters since.
  • 261 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.