LB
IBTD

Leo Brokerage’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Leo Brokerage’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.54M Buy
102,341
+13,792
+16% +$341K 0.29% 53
2023
Q1 		$2.2M Buy
+88,549
New +$2.19M 0.33% 56

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Leo Brokerage's IBTD Position: Q2 2023 in Review

Leo Brokerage increased its iShares iBonds Dec 2023 Term Treasury ETF (IBTD) stake by 16% in Q2 2023, buying an estimated $341K and bringing the position to 102,341 shares worth $2.54M. The position accounts for 0.29% of the portfolio, ranked #53.

Leo Brokerage first reported a position in IBTD in Q1 2023 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

  • Leo Brokerage held 102,341 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $2.54M as of Q2 2023.
  • Leo Brokerage bought 13,792 iShares iBonds Dec 2023 Term Treasury ETF shares in Q2 2023, an estimated $341K.
  • iShares iBonds Dec 2023 Term Treasury ETF made up 0.29% of Leo Brokerage's portfolio in Q2 2023, its #53 holding.
  • Leo Brokerage first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

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