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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
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo Wealth LLC's IBTJ Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 21% in Q1 2026, buying an estimated $309K and bringing the position to 82,436 shares worth $1.8M. The position accounts for 0.13% of the portfolio, ranked #134.

Leo Wealth LLC first reported a position in IBTJ in Q4 2024 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Leo Wealth LLC held 82,436 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.8M as of Q1 2026.
  • Leo Wealth LLC bought 14,097 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $309K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.13% of Leo Wealth LLC's portfolio in Q1 2026, its #134 holding.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.