LWL
IBMM

Leo Wealth LLC’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Leo Wealth LLC’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-43,186
Closed -$1.13M – 391
2024
Q3 		$1.13M Buy
43,186
+43
+0.1% +$1.12K 0.1% 144
2024
Q2 		$1.12M Buy
43,143
+37
+0.1% +$961 0.11% 136
2024
Q1 		$1.12M Buy
43,106
+23
+0.1% +$597 0.11% 139
2023
Q4 		$1.12M Buy
+43,083
New +$1.11M 0.12% 133

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Leo Wealth LLC's IBMM Position: Q4 2024 in Review

Leo Wealth LLC sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 43,186 shares — an estimated $1.13M sold.

Leo Wealth LLC first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $1.13M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Leo Wealth LLC reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 43,186 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.13M.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.13M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.