LWL
Leo Wealth LLC’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
126,122
-16,212
| -11% | -$393K | 0.24% | 81 |
|
|
2025
Q1 | $3.45M | Buy |
142,334
+1,687
| +1% | +$40.8K | 0.5% | 45 |
|
|
2024
Q4 | $3.39M | Sell |
140,647
-31,789
| -18% | -$765K | 0.3% | 61 |
|
|
2024
Q3 | $4.19M | Sell |
172,436
-8,301
| -5% | -$202K | 0.38% | 50 |
|
|
2024
Q2 | $4.31M | Buy |
180,737
+18,572
| +11% | +$442K | 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 | +$3.47M | 0.36% | 49 |
|