LPT
Legacy Private Trust’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
9,395
| – | – | 0.02% | 233 |
|
|
2025
Q1 | $238K | Sell |
9,395
-14,450
| -61% | -$365K | 0.02% | 229 |
|
|
2024
Q4 | $599K | Buy |
23,845
+1,370
| +6% | +$34.4K | 0.04% | 174 |
|
|
2024
Q3 | $572K | Hold |
22,475
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $562K | Hold |
22,475
| – | – | 0.04% | 169 |
|
|
2024
Q1 | $566K | Hold |
22,475
| – | – | 0.04% | 173 |
|
|
2023
Q4 | $571K | Buy |
22,475
+3,425
| +18% | +$87K | 0.05% | 165 |
|
|
2023
Q3 | $466K | Sell |
19,050
-46,484
| -71% | -$1.14M | 0.04% | 179 |
|
|
2023
Q2 | $1.64M | Sell |
65,534
-38,354
| -37% | -$961K | 0.14% | 114 |
|
|
2023
Q1 | $2.64M | Hold |
103,888
| – | – | 0.23% | 98 |
|
|
2022
Q4 | $2.6M | Buy |
103,888
+55,000
| +113% | +$1.38M | 0.24% | 90 |
|
|
2022
Q3 | $1.19M | Hold |
48,888
| – | – | 0.11% | 124 |
|
|
2022
Q2 | $1.23M | Buy |
48,888
+19,988
| +69% | +$503K | 0.11% | 122 |
|
|
2022
Q1 | $735K | Buy |
+28,900
| New | +$735K | 0.06% | 165 |
|