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Ishares Ibonds Dec 2029 Term T shares owned by Leo Wealth

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in Ishares Ibonds Dec 2029 Term T

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All positions including Ishares Ibonds Dec 2029 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 2029 Term T by Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 67k 21.96
2025-06-30 $1.3M 60k 21.92
2025-03-31 $1.3M 59k 21.77
2024-12-31 $815k 38k 21.33

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 Term T

TRUE Private Wealth Advisors
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Hengehold Capital Management
UBS Group
Atwood & Palmer
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
Vista Private Wealth Partners
Commonwealth Equity Services
MKT Advisors

View all funds holding Ishares Ibonds Dec 2029 Term T