LWL
Leo Wealth LLC’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
151,487
-2,092
| -1% | -$52.7K | 0.3% | 65 |
|
|
2025
Q1 | $3.86M | Sell |
153,579
-271
| -0.2% | -$6.82K | 0.56% | 41 |
|
|
2024
Q4 | $3.85M | Sell |
153,850
-56,354
| -27% | -$1.41M | 0.35% | 51 |
|
|
2024
Q3 | $5.28M | Sell |
210,204
-13,933
| -6% | -$350K | 0.48% | 35 |
|
|
2024
Q2 | $5.57M | Buy |
224,137
+19,160
| +9% | +$476K | 0.57% | 33 |
|
|
2024
Q1 | $5.09M | Buy |
204,977
+17,125
| +9% | +$425K | 0.52% | 36 |
|
|
2023
Q4 | $4.65M | Buy |
+187,852
| New | +$4.65M | 0.48% | 36 |
|