Leo Wealth LLC’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
2025
Q1
$2.37M Buy
2024
Q4
$1.93M Buy
2024
Q3
$717K Buy
2024
Q2
$611K Buy
2024
Q1
$608K Buy
2023
Q4
$562K Buy