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

Leo Wealth LLC’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$433K Buy
17,065
+1,541
+10% +$39.4K 0.03% 288
2025
Q4 		$395K Buy
15,524
+112
+0.7% +$2.85K 0.03% 301
2025
Q3 		$393K Buy
15,412
+2,313
+18% +$58.8K 0.05% 205
2025
Q2 		$331K Buy
13,099
+83
+0.6% +$2.07K 0.03% 295
2025
Q1 		$326K Buy
13,016
+56
+0.4% +$1.41K 0.05% 211
2024
Q4 		$324K Buy
+12,960
New +$326K 0.03% 279

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

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

Leo Wealth LLC increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 9.9% in Q1 2026, buying an estimated $39.4K and bringing the position to 17,065 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #288.

Leo Wealth LLC first reported a position in IBMR in Q4 2024 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold IBMR as of Q1 2026.

  • Leo Wealth LLC held 17,065 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $433K as of Q1 2026.
  • Leo Wealth LLC bought 1,541 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q1 2026, an estimated $39.4K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #288 holding.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q1 2026.

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