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 Q3	$2.17M	Buy	+89,698	New	+$2.17M	0.46%	49
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Leo Wealth LLC's IBDR Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2026: 89,698 shares worth $2.17M. The stake represents 0.46% of the portfolio and ranks #49 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in IBDR as recently as Q1 2026.

Leo Wealth LLC first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.31M in Q2 2024. 260 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Leo Wealth LLC held 89,698 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.17M as of Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Leo Wealth LLC position in Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.46% of Leo Wealth LLC's portfolio in Q3 2026, its #49 holding.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Leo Wealth LLC's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.31M in Q2 2024.
260 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.