Leo Brokerage’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Leo Brokerage’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$338K	Buy	+14,903	New	+$342K	0.04%	226

Other funds holding IBTG

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Brokerage's IBTG Position: Q2 2023 in Review

Leo Brokerage opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2023: 14,903 shares worth $338K. The stake represents 0.04% of the portfolio and ranks #226 among its holdings.

100 funds tracked by Wall St. Rank hold IBTG as of Q2 2023.

Leo Brokerage held 14,903 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $338K as of Q2 2023.
iShares iBonds Dec 2026 Term Treasury ETF was a new Leo Brokerage position in Q2 2023.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #226 holding.
100 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2023.

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