LWL
Leo Wealth LLC’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
174,045
+15,841
| +10% | +$403K | 0.34% | 56 |
|
|
2025
Q1 | $4M | Buy |
158,204
+12,948
| +9% | +$327K | 0.57% | 37 |
|
|
2024
Q4 | $3.62M | Buy |
145,256
+85,258
| +142% | +$2.12M | 0.32% | 56 |
|
|
2024
Q3 | $1.53M | Buy |
59,998
+11,563
| +24% | +$295K | 0.14% | 118 |
|
|
2024
Q2 | $1.2M | Buy |
48,435
+12,239
| +34% | +$303K | 0.12% | 126 |
|
|
2024
Q1 | $901K | Buy |
36,196
+9,013
| +33% | +$224K | 0.09% | 157 |
|
|
2023
Q4 | $682K | Buy |
+27,183
| New | +$682K | 0.07% | 172 |
|