Legacy Private Trust’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Hold	9,395	–	–	0.01%	246
2025 Q4	$239K	Hold	9,395	–	–	0.01%	243
2025 Q3	$239K	Hold	9,395	–	–	0.01%	244
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%	+$34.6K	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%	+$85.1K	0.05%	165
2023 Q3	$466K	Sell	19,050 -46,484	-71%	-$1.16M	0.04%	179
2023 Q2	$1.64M	Sell	65,534 -38,354	-37%	-$965K	0.14%	114
2023 Q1	$2.64M	Hold	103,888	–	–	0.23%	98
2022 Q4	$2.6M	Buy	103,888 +55,000	+113%	+$1.36M	0.24%	90
2022 Q3	$1.19M	Hold	48,888	–	–	0.11%	124
2022 Q2	$1.23M	Buy	48,888 +19,988	+69%	+$500K	0.11%	122
2022 Q1	$735K	Buy	+28,900	New	+$757K	0.06%	165