LWL
Leo Wealth LLC’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
97,110
-632
| -0.6% | -$14.2K | 0.17% | 107 |
|
|
2025
Q1 | $2.19M | Buy |
97,742
+20,283
| +26% | +$455K | 0.32% | 68 |
|
|
2024
Q4 | $1.72M | Buy |
77,459
+10,723
| +16% | +$238K | 0.15% | 114 |
|
|
2024
Q3 | $1.51M | Buy |
66,736
+34,172
| +105% | +$773K | 0.14% | 119 |
|
|
2024
Q2 | $719K | Buy |
32,564
+306
| +0.9% | +$6.76K | 0.07% | 181 |
|
|
2024
Q1 | $715K | Buy |
32,258
+2,440
| +8% | +$54.1K | 0.07% | 179 |
|
|
2023
Q4 | $668K | Buy |
+29,818
| New | +$668K | 0.07% | 174 |
|