LWL
Leo Wealth LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
199,970
+7,063
| +4% | +$171K | 0.38% | 49 |
|
|
2025
Q1 | $4.66M | Buy |
192,907
+16,294
| +9% | +$394K | 0.67% | 30 |
|
|
2024
Q4 | $4.23M | Buy |
176,613
+66,552
| +60% | +$1.59M | 0.38% | 49 |
|
|
2024
Q3 | $2.68M | Buy |
110,061
+29,353
| +36% | +$715K | 0.25% | 70 |
|
|
2024
Q2 | $1.92M | Buy |
80,708
+17,131
| +27% | +$407K | 0.2% | 93 |
|
|
2024
Q1 | $1.51M | Buy |
63,577
+4,734
| +8% | +$113K | 0.15% | 112 |
|
|
2023
Q4 | $1.41M | Buy |
+58,843
| New | +$1.41M | 0.15% | 115 |
|