Leo Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Leo Wealth, LLC

$771 Billion
Q3 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Leo Wealth, LLC holds 9,915 shares of IBMQ stock, worth $252,832. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,915

Holding current value

$252,832

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$25.37 - $25.79 $251,543 - $255,707	9,915 New	9,915 $254 Million

Others Institutions Holding IBMQ

# of Institutions

178

Shares Held

18.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.12M
Shares

$53.9 Million
0.0% of portfolio
Vishria Bird Financial Group, LLC

1.14M
Shares

$29.2 Million
6.63% of portfolio
Clearstead Advisors, LLC Cleveland, OH

913K
Shares

$23.3 Million
0.32% of portfolio
Mercer Global Advisors Inc Denver, CO

900K
Shares

$23 Million
0.04% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.2 Million
0.54% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

More about IBMQ

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