LPT
Legacy Private Trust’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Hold |
11,693
| – | – | 0.02% | 215 |
|
|
2025
Q1 | $313K | Buy |
11,693
+1,500
| +15% | +$40.1K | 0.02% | 212 |
|
|
2024
Q4 | $271K | Sell |
10,193
-3,436
| -25% | -$91.4K | 0.02% | 215 |
|
|
2024
Q3 | $363K | Hold |
13,629
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $361K | Hold |
13,629
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $361K | Sell |
13,629
-3,870
| -22% | -$102K | 0.03% | 194 |
|
|
2023
Q4 | $465K | Sell |
17,499
-52,102
| -75% | -$1.38M | 0.04% | 177 |
|
|
2023
Q3 | $1.82M | Buy |
69,601
+7,655
| +12% | +$200K | 0.16% | 110 |
|
|
2023
Q2 | $1.63M | Sell |
61,946
-35,157
| -36% | -$926K | 0.13% | 115 |
|
|
2023
Q1 | $2.58M | Sell |
97,103
-5,888
| -6% | -$157K | 0.22% | 99 |
|
|
2022
Q4 | $2.72M | Buy |
102,991
+19,614
| +24% | +$517K | 0.25% | 88 |
|
|
2022
Q3 | $2.16M | Buy |
83,377
+7,705
| +10% | +$200K | 0.21% | 96 |
|
|
2022
Q2 | $2.02M | Buy |
75,672
+3,305
| +5% | +$88K | 0.18% | 95 |
|
|
2022
Q1 | $1.93M | Buy |
72,367
+25,462
| +54% | +$679K | 0.15% | 113 |
|
|
2021
Q4 | $1.31M | Buy |
46,905
+39,725
| +553% | +$1.11M | 0.1% | 135 |
|
|
2021
Q3 | $201K | Sell |
7,180
-7,147
| -50% | -$200K | 0.02% | 224 |
|
|
2021
Q2 | $401K | Buy |
+14,327
| New | +$401K | 0.03% | 192 |
|