LWL
IBTE

Leo Wealth LLC’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Leo Wealth LLC’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-68,904
Closed -$1.65M – 384
2024
Q3 		$1.65M Sell
68,904
-42,693
-38% -$1.02M 0.15% 108
2024
Q2 		$2.68M Buy
111,597
+3,468
+3% +$82.9K 0.27% 70
2024
Q1 		$2.59M Buy
108,129
+1,861
+2% +$44.5K 0.26% 69
2023
Q4 		$2.54M Buy
+106,268
New +$2.53M 0.26% 66

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Leo Wealth LLC's IBTE Position: Q4 2024 in Review

Leo Wealth LLC sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 68,904 shares — an estimated $1.65M sold.

Leo Wealth LLC first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $2.68M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Leo Wealth LLC reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 68,904 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.65M.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.68M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.