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 102,584 shares of IBTI stock, worth $2.29 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

102,584

Previous 104,929 2.23%

Holding current value

$2.29 Million

Previous $2.35 Billion 2.13%

% of portfolio

0.3%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$22.19 - $22.44 $52,035 - $52,621	-2,345 Reduced 2.23%	102,584 $2.3 Billion
Q2 2025 Jul 23, 2025	SELL	$22.09 - $22.44 $38,171 - $38,776	-1,728 Reduced 1.62%	104,929 $2.35 Billion
Q1 2025 May 02, 2025	BUY	$21.77 - $22.25 $400,502 - $409,333	18,397 Added 20.84%	106,657 $2.37 Billion
Q4 2024 Jan 27, 2025	BUY	$21.81 - $22.48 $1.23 Million - $1.27 Million	56,393 Added 176.96%	88,260 $1.93 Billion
Q3 2024 Oct 21, 2024	BUY	$21.7 - $22.6 $84,326 - $87,823	3,886 Added 13.89%	31,867 $717 Million

Q2 2024 Jul 17, 2024	BUY	$21.51 - $21.88 $5,549 - $5,645	258 Added 0.93%	27,981 $611 Million
Q1 2024 May 09, 2024	BUY	$21.79 - $22.29 $52,818 - $54,030	2,424 Added 9.58%	27,723 $608 Million
Q4 2023 Mar 14, 2024	BUY	$21.24 - $22.25 $537,350 - $562,902	25,299 New	25,299 $562 Million

Others Institutions Holding IBTI

# of Institutions

213

Shares Held

41.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
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