LWL
Leo Wealth LLC’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
104,929
-1,728
| -2% | -$38.6K | 0.18% | 100 |
|
|
2025
Q1 | $2.37M | Buy |
106,657
+18,397
| +21% | +$409K | 0.34% | 61 |
|
|
2024
Q4 | $1.93M | Buy |
88,260
+56,393
| +177% | +$1.24M | 0.17% | 105 |
|
|
2024
Q3 | $717K | Buy |
31,867
+3,886
| +14% | +$87.5K | 0.07% | 183 |
|
|
2024
Q2 | $611K | Buy |
27,981
+258
| +0.9% | +$5.63K | 0.06% | 198 |
|
|
2024
Q1 | $608K | Buy |
27,723
+2,424
| +10% | +$53.2K | 0.06% | 194 |
|
|
2023
Q4 | $562K | Buy |
+25,299
| New | +$562K | 0.06% | 194 |
|