Leo Wealth LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.59M	Buy	+122,712	New	+$2.64M	0.55%	42
2026 Q1	$2.71M	Buy	123,651 +12,227	+11%	+$270K	0.2%	98
2025 Q4	$2.46M	Buy	111,424 +1,164	+1%	+$25.7K	0.18%	101
2025 Q3	$2.44M	Buy	110,260 +39,252	+55%	+$864K	0.32%	62
2025 Q2	$1.56M	Buy	71,008 +21,774	+44%	+$472K	0.12%	135
2025 Q1	$1.07M	Buy	49,234 +6,416	+15%	+$138K	0.15%	119
2024 Q4	$915K	Buy	42,818 +31,228	+269%	+$675K	0.08%	163
2024 Q3	$257K	Buy	+11,590	New	+$253K	0.02%	303

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Leo Wealth LLC's IBDV Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2026: 122,712 shares worth $2.59M. The stake represents 0.55% of the portfolio and ranks #42 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in IBDV as recently as Q1 2026.

Leo Wealth LLC first reported a position in IBDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.71M in Q1 2026. 226 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Leo Wealth LLC held 122,712 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.59M as of Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new Leo Wealth LLC position in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.55% of Leo Wealth LLC's portfolio in Q3 2026, its #42 holding.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
Leo Wealth LLC's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $2.71M in Q1 2026.
226 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.