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 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

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

ACA

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

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

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

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

CIA

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

CAI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Leo Wealth LLC increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 11% in Q1 2026, buying an estimated $270K and bringing the position to 123,651 shares worth $2.71M. The position accounts for 0.2% of the portfolio, ranked #98.

Leo Wealth LLC first reported a position in IBDV in Q3 2024 and has held it in 7 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Leo Wealth LLC held 123,651 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.71M as of Q1 2026.
Leo Wealth LLC bought 12,227 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $270K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.2% of Leo Wealth LLC's portfolio in Q1 2026, its #98 holding.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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