Leo Wealth LLC’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Leo Wealth LLC’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-31,193	Closed	-$729K	–	426
2025 Q3	$729K	Sell	31,193 -22,595	-42%	-$527K	0.09%	148
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%	-$250K	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%	+$185K	0.35%	52
2023 Q4	$3.29M	Buy	+141,336	New	+$3.27M	0.34%	52

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Leo Wealth LLC's IBTF Position: Q4 2025 in Review

Leo Wealth LLC sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 31,193 shares — an estimated $729K sold.

Leo Wealth LLC first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $3.57M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Leo Wealth LLC reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Leo Wealth LLC sold 31,193 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $729K.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Leo Wealth LLC's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.57M in Q2 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Leo Wealth LLC's 13F filing for Q4 2025, filed 21 Jan 2026.