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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

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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
2025-09-30 $2.3M 103k 22.39
2025-06-30 $2.3M 105k 22.36
2025-03-31 $2.4M 107k 22.25
2024-12-31 $1.9M 88k 21.90
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

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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 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T