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Leo Wealth LLC’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Leo Wealth LLC’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$509K Buy
24,947
+139
+0.6% +$2.85K 0.04% 263
2025
Q4 		$509K Buy
24,808
+774
+3% +$15.9K 0.04% 260
2025
Q3 		$494K Buy
24,034
+221
+0.9% +$4.52K 0.06% 177
2025
Q2 		$488K Buy
+23,813
New +$482K 0.04% 236

Other funds holding IBTL

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Leo Wealth LLC increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 0.56% in Q1 2026, buying an estimated $2.85K and bringing the position to 24,947 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #263.

Leo Wealth LLC first reported a position in IBTL in Q2 2025 and has held it in 4 quarters since. The position peaked at $509K in Q4 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Leo Wealth LLC held 24,947 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $509K as of Q1 2026.
  • Leo Wealth LLC bought 139 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $2.85K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #263 holding.
  • Leo Wealth LLC first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Leo Wealth LLC's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $509K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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