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Ishares Ibonds Dec 2029 Muni Etf shares owned by Leo Wealth

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in Ishares Ibonds Dec 2029 Muni Etf

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All positions including Ishares Ibonds Dec 2029 Muni Etf held by Leo Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $394k 15k 25.53
2025-06-30 $331k 13k 25.23
2025-03-31 $326k 13k 25.04
2024-12-31 $324k 13k 24.98

More positions owned by Leo Wealth

Affirm Hldgs Com Cl A (AFRM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Blackrock (BLK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Leo Wealth

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Mercer Global Advisors
HighTower Advisors
Vishria Bird Financial Group
Us Bancorp
Wells Fargo & Company
UBS Group
Kathmere Capital Management
Spreng Capital Management
LBMC Investment Advisors
Raymond James Financial
LPL Financial
Praetorian Wealth Management
Summit Financial
CliftonLarsonAllen Wealth Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf