Leo Wealth LLC’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-56,526
| Closed | -$1.51M | – | 425 |
|
|
2025
Q3 | $1.51M | Hold |
56,526
| – | – | 0.2% | 91 |
|
|
2025
Q2 | $1.51M | Hold |
56,526
| – | – | 0.12% | 138 |
|
|
2025
Q1 | $1.51M | Hold |
56,526
| – | – | 0.22% | 93 |
|
|
2024
Q4 | $1.5M | Sell |
56,526
-14,146
| -20% | -$376K | 0.13% | 123 |
|
|
2024
Q3 | $1.88M | Buy |
70,672
+62
| +0.1% | +$1.65K | 0.17% | 98 |
|
|
2024
Q2 | $1.87M | Buy |
70,610
+62
| +0.1% | +$1.64K | 0.19% | 96 |
|
|
2024
Q1 | $1.87M | Buy |
70,548
+41
| +0.1% | +$1.08K | 0.19% | 93 |
|
|
2023
Q4 | $1.87M | Buy |
+70,507
| New | +$1.85M | 0.19% | 88 |
|