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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Sell	91,393 -12,468	-12%	-$279K	0.15%	118
2025 Q4	$2.32M	Buy	103,861 +1,277	+1%	+$28.6K	0.17%	105
2025 Q3	$2.3M	Sell	102,584 -2,345	-2%	-$52.3K	0.3%	67
2025 Q2	$2.35M	Sell	104,929 -1,728	-2%	-$38.4K	0.18%	100
2025 Q1	$2.37M	Buy	106,657 +18,397	+21%	+$405K	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%	+$86.5K	0.07%	183
2024 Q2	$611K	Buy	27,981 +258	+0.9%	+$5.6K	0.06%	198
2024 Q1	$608K	Buy	27,723 +2,424	+10%	+$53.4K	0.06%	194
2023 Q4	$562K	Buy	+25,299	New	+$549K	0.06%	194

Other funds holding IBTI

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return