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Ishares Ibonds Dec 2028 Term T shares owned by Leo Wealth

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T 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 2028 Term T by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $717k 32k 22.51
2024-06-30 $611k 28k 21.83
2024-03-31 $608k 28k 21.94
2023-12-31 $562k 25k 22.21

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)

View all positions for Leo Wealth

Top funds holding Ishares Ibonds Dec 2028 Term T

Colony
Wells Fargo & Company
Atwood & Palmer
Raymond James Financial Services Advisors
Benjamin Edwards
Horizon Advisory Services
Stratos Wealth Partners
Bank of America Corporation
Royal Bank of Canada
Confluence Investment Management
Journey Advisory Group
Commonwealth Equity Services
Vista Private Wealth Partners
Trust
Legacy Private Trust

View all funds holding Ishares Ibonds Dec 2028 Term T