LWL
IBMN

Leo Wealth LLC’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Leo Wealth LLC's IBMN Position: Q4 2025 in Review

Leo Wealth LLC sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 56,526 shares — an estimated $1.51M sold.

Leo Wealth LLC first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $1.88M in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Leo Wealth LLC reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 56,526 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $1.51M.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Leo Wealth LLC's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.88M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.