Leo Wealth LLC’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
13,099
+83
+0.6% +$2.09K 0.03% 295
2025
Q1
$326K Buy
13,016
+56
+0.4% +$1.4K 0.05% 211
2024
Q4
$324K Buy
+12,960
New +$324K 0.03% 279