LWL
Leo Wealth LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
157,165
+30,645
| +24% | +$715K | 0.29% | 69 |
|
|
2025
Q1 | $2.93M | Buy |
126,520
+16,817
| +15% | +$389K | 0.42% | 51 |
|
|
2024
Q4 | $2.5M | Buy |
109,703
+70,459
| +180% | +$1.61M | 0.22% | 77 |
|
|
2024
Q3 | $923K | Buy |
39,244
+6,745
| +21% | +$159K | 0.08% | 161 |
|
|
2024
Q2 | $737K | Buy |
32,499
+8,580
| +36% | +$195K | 0.08% | 177 |
|
|
2024
Q1 | $546K | Sell |
23,919
-7,904
| -25% | -$180K | 0.06% | 203 |
|
|
2023
Q4 | $734K | Buy |
+31,823
| New | +$734K | 0.08% | 165 |
|