Leo Wealth LLC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$395K	Buy	17,225 +96	+0.6%	+$2.22K	0.03%	305
2025 Q4	$395K	Sell	17,129 -488	-3%	-$11.3K	0.03%	300
2025 Q3	$407K	Sell	17,617 -879	-5%	-$20.2K	0.05%	204
2025 Q2	$426K	Buy	18,496 +370	+2%	+$8.41K	0.03%	262
2025 Q1	$415K	Sell	18,126 -1,899	-9%	-$42.6K	0.06%	187
2024 Q4	$445K	Buy	20,025 +235	+1%	+$5.32K	0.04%	248
2024 Q3	$465K	Buy	+19,790	New	+$458K	0.04%	236

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

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

Leo Wealth LLC increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.56% in Q1 2026, buying an estimated $2.22K and bringing the position to 17,225 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #305.

Leo Wealth LLC first reported a position in IBTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $465K in Q3 2024. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Leo Wealth LLC held 17,225 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $395K as of Q1 2026.
Leo Wealth LLC bought 96 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $2.22K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #305 holding.
Leo Wealth LLC first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
Leo Wealth LLC's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $465K in Q3 2024.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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