Leo Wealth LLC’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Leo Wealth LLC’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.32M	Buy	137,080 +1,406	+1%	+$34.1K	0.24%	80
2025 Q4	$3.29M	Buy	135,674 +49,562	+58%	+$1.2M	0.24%	78
2025 Q3	$2.09M	Sell	86,112 -40,010	-32%	-$969K	0.27%	74
2025 Q2	$3.06M	Sell	126,122 -16,212	-11%	-$392K	0.24%	81
2025 Q1	$3.45M	Buy	142,334 +1,687	+1%	+$40.7K	0.5%	45
2024 Q4	$3.39M	Sell	140,647 -31,789	-18%	-$766K	0.3%	61
2024 Q3	$4.19M	Sell	172,436 -8,301	-5%	-$200K	0.38%	50
2024 Q2	$4.31M	Buy	180,737 +18,572	+11%	+$441K	0.44%	43
2024 Q1	$3.87M	Buy	162,165 +16,777	+12%	+$400K	0.4%	46
2023 Q4	$3.47M	Buy	+145,388	New	+$3.41M	0.36%	49

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Leo Wealth LLC's IBDR Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q1 2026, buying an estimated $34.1K and bringing the position to 137,080 shares worth $3.32M. The position accounts for 0.24% of the portfolio, ranked #80.

Leo Wealth LLC first reported a position in IBDR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.31M in Q2 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Leo Wealth LLC held 137,080 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $3.32M as of Q1 2026.
Leo Wealth LLC bought 1,406 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $34.1K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.24% of Leo Wealth LLC's portfolio in Q1 2026, its #80 holding.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.31M in Q2 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.