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 Shares
Change % 		Capital Flow 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% +$83.1K 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 +$2.54M 0.26% 66