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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

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

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Leo Wealth LLC increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 9.9% in Q1 2026, buying an estimated $403K and bringing the position to 191,154 shares worth $4.45M. The position accounts for 0.32% of the portfolio, ranked #66.

Leo Wealth LLC first reported a position in IBDU in Q4 2023 and has held it in 10 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Leo Wealth LLC held 191,154 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.45M as of Q1 2026.
Leo Wealth LLC bought 17,211 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $403K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.32% of Leo Wealth LLC's portfolio in Q1 2026, its #66 holding.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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