Leo Wealth LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
33,458
-12,089
| -27% | -$277K | 0.06% | 190 |
|
|
2025
Q1 | $1.04M | Buy |
45,547
+9,638
| +27% | +$221K | 0.15% | 121 |
|
|
2024
Q4 | $819K | Sell |
35,909
-32,757
| -48% | -$747K | 0.07% | 174 |
|
|
2024
Q3 | $1.58M | Sell |
68,666
-19,201
| -22% | -$443K | 0.14% | 113 |
|
|
2024
Q2 | $1.99M | Buy |
87,867
+5,543
| +7% | +$126K | 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 | +$1.7M | 0.18% | 93 |
|