Leo Wealth LLC
IBTJ icon

Leo Wealth LLC’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Leo Wealth LLC’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.7M Buy
+80,106
New +$1.72M 0.36% 67
2026
Q1 		$1.8M Buy
82,436
+14,097
+21% +$309K 0.13% 134
2025
Q4 		$1.5M Buy
68,339
+1,256
+2% +$27.6K 0.11% 148
2025
Q3 		$1.47M Buy
67,083
+7,472
+13% +$164K 0.19% 94
2025
Q2 		$1.31M Buy
59,611
+766
+1% +$16.7K 0.1% 153
2025
Q1 		$1.28M Buy
58,845
+20,611
+54% +$443K 0.18% 107
2024
Q4 		$815K Buy
+38,234
New +$824K 0.07% 175

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Leo Wealth LLC's IBTJ Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2026: 80,106 shares worth $1.7M. The stake represents 0.36% of the portfolio and ranks #67 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in IBTJ as recently as Q1 2026.

Leo Wealth LLC first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q1 2026. 199 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Leo Wealth LLC held 80,106 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.7M as of Q3 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new Leo Wealth LLC position in Q3 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.36% of Leo Wealth LLC's portfolio in Q3 2026, its #67 holding.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Leo Wealth LLC's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.8M in Q1 2026.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.