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Leo Wealth LLC’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Leo Wealth LLC’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$566K Buy
28,708
+2,596
+10% +$51.5K 0.04% 248
2025
Q4 		$518K Buy
26,112
+792
+3% +$15.8K 0.04% 251
2025
Q3 		$503K Buy
25,320
+224
+0.9% +$4.43K 0.07% 175
2025
Q2 		$498K Buy
25,096
+433
+2% +$8.5K 0.04% 232
2025
Q1 		$485K Buy
+24,663
New +$477K 0.07% 178

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Leo Wealth LLC increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 9.9% in Q1 2026, buying an estimated $51.5K and bringing the position to 28,708 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #248.

Leo Wealth LLC first reported a position in IBTK in Q1 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

  • Leo Wealth LLC held 28,708 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $566K as of Q1 2026.
  • Leo Wealth LLC bought 2,596 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $51.5K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #248 holding.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

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