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Leo Wealth LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Leo Wealth LLC’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$827K Sell
39,496
-5,239
-12% -$111K 0.06% 204
2025
Q4 		$946K Buy
44,735
+74
+0.2% +$1.57K 0.07% 190
2025
Q3 		$948K Buy
44,661
+12,012
+37% +$253K 0.12% 131
2025
Q2 		$687K Buy
+32,649
New +$674K 0.05% 201

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Leo Wealth LLC reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 12% in Q1 2026, selling an estimated $111K and leaving 39,496 shares worth $827K. The position accounts for 0.06% of the portfolio, ranked #204.

Leo Wealth LLC first reported a position in IBDW in Q2 2025 and has held it in 4 quarters since. The position peaked at $948K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Leo Wealth LLC held 39,496 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $827K as of Q1 2026.
  • Leo Wealth LLC sold 5,239 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $111K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #204 holding.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Leo Wealth LLC's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $948K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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