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Leo Wealth LLC’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Leo Wealth LLC’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$256K Buy
10,013
+33
+0.3% +$847 0.02% 389
2025
Q4 		$255K Buy
9,980
+65
+0.7% +$1.66K 0.02% 375
2025
Q3 		$254K Buy
+9,915
New +$254K 0.03% 247

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Leo Wealth LLC increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.33% in Q1 2026, buying an estimated $847 and bringing the position to 10,013 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #389.

Leo Wealth LLC first reported a position in IBMQ in Q3 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • Leo Wealth LLC held 10,013 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $256K as of Q1 2026.
  • Leo Wealth LLC bought 33 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $847.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #389 holding.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

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