LWL
Leo Wealth LLC’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
53,788
+7,189
| +15% | +$168K | 0.1% | 158 |
|
|
2025
Q1 | $1.09M | Sell |
46,599
-8,919
| -16% | -$208K | 0.16% | 117 |
|
|
2024
Q4 | $1.29M | Sell |
55,518
-87,533
| -61% | -$2.04M | 0.12% | 130 |
|
|
2024
Q3 | $3.35M | Sell |
143,051
-10,718
| -7% | -$251K | 0.31% | 59 |
|
|
2024
Q2 | $3.57M | Buy |
153,769
+4,494
| +3% | +$104K | 0.36% | 48 |
|
|
2024
Q1 | $3.47M | Buy |
149,275
+7,939
| +6% | +$184K | 0.35% | 52 |
|
|
2023
Q4 | $3.29M | Buy |
+141,336
| New | +$3.29M | 0.34% | 52 |
|