A detailed history of Leo Wealth, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Leo Wealth, LLC holds 210,204 shares of IBDQ stock, worth $5.26 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
210,204
Previous 224,137 6.22%
Holding current value
$5.26 Million
Previous $5.57 Billion 5.31%
% of portfolio
0.48%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$24.78 - $25.11 $345,259 - $349,857
-13,933 Reduced 6.22%
210,204 $5.28 Billion
Q2 2024

Jul 17, 2024

BUY
$24.69 - $24.86 $473,060 - $476,317
19,160 Added 9.35%
224,137 $5.57 Billion
Q1 2024

May 09, 2024

BUY
$24.7 - $24.84 $422,987 - $425,385
17,125 Added 9.12%
204,977 $5.09 Billion
Q4 2023

Mar 14, 2024

BUY
$24.29 - $24.76 $4.56 Million - $4.65 Million
187,852 New
187,852 $4.65 Billion

Others Institutions Holding IBDQ

About ISHARES IBONDS DEC 2025 TERM C


  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.