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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Hold	9,395	–	–	0.01%	253
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

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Private Trust's IBMP Position: Q2 2026 in Review

Legacy Private Trust held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 9,395 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #253.

Legacy Private Trust first reported a position in IBMP in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.64M in Q1 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Legacy Private Trust held 9,395 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $239K as of Q2 2026.
Legacy Private Trust left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #253 holding.
Legacy Private Trust first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
Legacy Private Trust's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $2.64M in Q1 2023.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.