LWL
Leo Wealth LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
71,008
+21,774
| +44% | +$479K | 0.12% | 135 |
|
|
2025
Q1 | $1.07M | Buy |
49,234
+6,416
| +15% | +$139K | 0.15% | 119 |
|
|
2024
Q4 | $915K | Buy |
42,818
+31,228
| +269% | +$667K | 0.08% | 163 |
|
|
2024
Q3 | $257K | Buy |
+11,590
| New | +$257K | 0.02% | 303 |
|