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

Legacy Private Trust’s Portfolio IBMO Stock Details IBMO Fund Activity
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

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Private Trust's IBMO Position: Q1 2026 in Review

Legacy Private Trust sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026, closing a stake of 7,870 shares — an estimated $202K sold.

Legacy Private Trust first reported a position in IBMO in Q4 2021 and held it in 17 quarters. The position peaked at $2.95M in Q1 2022. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Legacy Private Trust reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Private Trust sold 7,870 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $202K.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2021 and held it in 17 quarters.
  • Legacy Private Trust's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $2.95M in Q1 2022.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.