LWL
IBDP

Leo Wealth LLC’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Leo Wealth LLC’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-176,052
Closed -$4.44M – 388
2024
Q3 		$4.44M Sell
176,052
-32,258
-15% -$811K 0.41% 42
2024
Q2 		$5.23M Sell
208,310
-2,882
-1% -$72.2K 0.53% 34
2024
Q1 		$5.29M Buy
211,192
+7,062
+3% +$176K 0.54% 34
2023
Q4 		$5.09M Buy
+204,130
New +$5.06M 0.53% 33

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Leo Wealth LLC's IBDP Position: Q4 2024 in Review

Leo Wealth LLC sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 176,052 shares — an estimated $4.44M sold.

Leo Wealth LLC first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $5.29M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Leo Wealth LLC reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 176,052 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $4.44M.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $5.29M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.