Leo Wealth LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.45M	Buy	191,154 +17,211	+10%	+$403K	0.32%	66
2025 Q4	$4.07M	Buy	173,943 +2,009	+1%	+$47.1K	0.3%	65
2025 Q3	$4.04M	Buy	171,934 +14,769	+9%	+$345K	0.52%	39
2025 Q2	$3.67M	Buy	157,165 +30,645	+24%	+$707K	0.29%	69
2025 Q1	$2.93M	Buy	126,520 +16,817	+15%	+$386K	0.42%	51
2024 Q4	$2.5M	Buy	109,703 +70,459	+180%	+$1.62M	0.22%	77
2024 Q3	$923K	Buy	39,244 +6,745	+21%	+$156K	0.08%	161
2024 Q2	$737K	Buy	32,499 +8,580	+36%	+$194K	0.08%	177
2024 Q1	$546K	Sell	23,919 -7,904	-25%	-$180K	0.06%	203
2023 Q4	$734K	Buy	+31,823	New	+$705K	0.08%	165

Other funds holding IBDU

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return