LPT
IBMP icon

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
Q3 		$237K Hold
9,395
– – 0.01% 251
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Legacy Private Trust's IBMP Position: Q3 2026 in Review

Legacy Private Trust held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q3 2026 at 9,395 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #251.

Legacy Private Trust first reported a position in IBMP in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2023. 19 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Legacy Private Trust held 9,395 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $237K as of Q3 2026.
  • Legacy Private Trust left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #251 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 19 quarters since.
  • Legacy Private Trust's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $2.64M in Q1 2023.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.