Leo Wealth LLC’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.95M	Buy	195,552 +2,109	+1%	+$53.6K	0.36%	53
2025 Q4	$4.92M	Buy	193,443 +17,658	+10%	+$450K	0.36%	53
2025 Q3	$4.49M	Buy	175,785 +1,740	+1%	+$44.2K	0.58%	36
2025 Q2	$4.42M	Buy	174,045 +15,841	+10%	+$399K	0.34%	56
2025 Q1	$4M	Buy	158,204 +12,948	+9%	+$324K	0.57%	37
2024 Q4	$3.62M	Buy	145,256 +85,258	+142%	+$2.14M	0.32%	56
2024 Q3	$1.53M	Buy	59,998 +11,563	+24%	+$292K	0.14%	118
2024 Q2	$1.2M	Buy	48,435 +12,239	+34%	+$302K	0.12%	126
2024 Q1	$901K	Buy	36,196 +9,013	+33%	+$224K	0.09%	157
2023 Q4	$682K	Buy	+27,183	New	+$660K	0.07%	172

Other funds holding IBDT

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Leo Wealth LLC increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.1% in Q1 2026, buying an estimated $53.6K and bringing the position to 195,552 shares worth $4.95M. The position accounts for 0.36% of the portfolio, ranked #53.

Leo Wealth LLC first reported a position in IBDT in Q4 2023 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

Leo Wealth LLC held 195,552 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.95M as of Q1 2026.
Leo Wealth LLC bought 2,109 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $53.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.36% of Leo Wealth LLC's portfolio in Q1 2026, its #53 holding.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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