LWL
IBDQ

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

Leo Wealth LLC’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
2025
Q4 		– Sell
-123,875
Closed -$3.12M – 424
2025
Q3 		$3.12M Sell
123,875
-27,612
-18% -$694K 0.4% 44
2025
Q2 		$3.81M Sell
151,487
-2,092
-1% -$52.5K 0.3% 65
2025
Q1 		$3.86M Sell
153,579
-271
-0.2% -$6.8K 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% -$348K 0.48% 35
2024
Q2 		$5.57M Buy
224,137
+19,160
+9% +$475K 0.57% 33
2024
Q1 		$5.09M Buy
204,977
+17,125
+9% +$424K 0.52% 36
2023
Q4 		$4.65M Buy
+187,852
New +$4.6M 0.48% 36

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Leo Wealth LLC's IBDQ Position: Q4 2025 in Review

Leo Wealth LLC sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 123,875 shares — an estimated $3.12M sold.

Leo Wealth LLC first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $5.57M in Q2 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Leo Wealth LLC reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 123,875 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.12M.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Leo Wealth LLC's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $5.57M in Q2 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.