Ownership history in Leo Wealth, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in ISHARES TR (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Leo Wealth, LLC underperformed the S&P 500 by β12.1% annually on this IEF position. Timing score: 14% (1/7 decisions correct). Average cost basis: $93.95. Maximum drawdown during holding period: β4.6%.
β Significantly underperformed the S&P 500 by 12.1% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct
Best entry: $87.88 (2024 Q1) Β· Worst: $95.57 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 4 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π Leo Wealth, LLC has been actively increasing its IEF allocation β a bullish signal from insiders.
Currently 2.92% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size