Legacy Private Trust’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,870	Closed	-$202K	–	266
2025 Q4	$202K	Hold	7,870	–	–	0.01%	254
2025 Q3	$202K	Hold	7,870	–	–	0.01%	253
2025 Q2	$202K	Hold	7,870	–	–	0.01%	246
2025 Q1	$201K	Hold	7,870	–	–	0.01%	240
2024 Q4	$200K	Sell	7,870 -14,695	-65%	-$375K	0.01%	233
2024 Q3	$579K	Hold	22,565	–	–	0.04%	175
2024 Q2	$571K	Hold	22,565	–	–	0.04%	168
2024 Q1	$572K	Hold	22,565	–	–	0.04%	171
2023 Q4	$576K	Sell	22,565 -25,168	-53%	-$632K	0.05%	164
2023 Q3	$1.18M	Sell	47,733 -3,283	-6%	-$82.3K	0.1%	130
2023 Q2	$1.28M	Sell	51,016 -25,914	-34%	-$654K	0.11%	125
2023 Q1	$1.96M	Buy	76,930 +4,732	+7%	+$120K	0.17%	107
2022 Q4	$1.82M	Sell	72,198 -32,560	-31%	-$812K	0.16%	109
2022 Q3	$2.58M	Buy	104,758 +6,300	+6%	+$160K	0.24%	90
2022 Q2	$2.5M	Sell	98,458 -17,173	-15%	-$432K	0.22%	89
2022 Q1	$2.95M	Buy	115,631 +88,107	+320%	+$2.3M	0.23%	91
2021 Q4	$740K	Buy	+27,524	New	+$739K	0.06%	169