Leo Wealth LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$466K	Sell	20,335 -1,836	-8%	-$42K	0.03%	283
2025 Q4	$507K	Buy	22,171 +5,470	+33%	+$125K	0.04%	263
2025 Q3	$383K	Sell	16,701 -16,757	-50%	-$384K	0.05%	206
2025 Q2	$767K	Sell	33,458 -12,089	-27%	-$277K	0.06%	190
2025 Q1	$1.04M	Buy	45,547 +9,638	+27%	+$220K	0.15%	121
2024 Q4	$819K	Sell	35,909 -32,757	-48%	-$748K	0.07%	174
2024 Q3	$1.58M	Sell	68,666 -19,201	-22%	-$439K	0.14%	113
2024 Q2	$1.99M	Buy	87,867 +5,543	+7%	+$125K	0.2%	85
2024 Q1	$1.87M	Buy	82,324 +7,704	+10%	+$175K	0.19%	92
2023 Q4	$1.7M	Buy	+74,620	New	+$1.68M	0.18%	93

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Leo Wealth LLC reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.3% in Q1 2026, selling an estimated $42K and leaving 20,335 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #283.

Leo Wealth LLC first reported a position in IBTG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q2 2024. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Leo Wealth LLC held 20,335 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $466K as of Q1 2026.
Leo Wealth LLC sold 1,836 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $42K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #283 holding.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.99M in Q2 2024.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

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