Legacy Private Trust
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Legacy Private Trust’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Legacy Private Trust’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$994K Hold
39,523
– – 0.05% 160
2026
Q2 		$1.01M Hold
39,523
– – 0.06% 164
2026
Q1 		$1.01M Hold
39,523
– – 0.06% 162
2025
Q4 		$1.01M Sell
39,523
-42,626
-52% -$1.09M 0.06% 158
2025
Q3 		$2.11M Hold
82,149
– – 0.13% 114
2025
Q2 		$2.09M Hold
82,149
– – 0.13% 112
2025
Q1 		$2.08M Buy
82,149
+24,126
+42% +$609K 0.14% 113
2024
Q4 		$1.46M Buy
58,023
+9,360
+19% +$237K 0.1% 135
2024
Q3 		$1.25M Hold
48,663
– – 0.08% 141
2024
Q2 		$1.22M Hold
48,663
– – 0.09% 137
2024
Q1 		$1.23M Hold
48,663
– – 0.09% 138
2023
Q4 		$1.25M Sell
48,663
-34,499
-41% -$857K 0.1% 130
2023
Q3 		$2.03M Buy
83,162
+25,686
+45% +$641K 0.17% 105
2023
Q2 		$1.45M Sell
57,476
-6,090
-10% -$154K 0.12% 120
2023
Q1 		$1.63M Hold
63,566
– – 0.14% 120
2022
Q4 		$1.6M Buy
63,566
+630
+1% +$15.6K 0.14% 118
2022
Q3 		$1.52M Buy
62,936
+624
+1% +$15.7K 0.14% 113
2022
Q2 		$1.56M Buy
62,312
+24,402
+64% +$608K 0.14% 110
2022
Q1 		$966K Buy
+37,910
New +$998K 0.08% 148

Other funds holding IBMQ

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

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

Legacy Private Trust held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q3 2026 at 39,523 shares worth $994K. The position accounts for 0.05% of the portfolio, ranked #160.

Legacy Private Trust first reported a position in IBMQ in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.11M in Q3 2025. 123 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Legacy Private Trust held 39,523 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $994K as of Q3 2026.
  • Legacy Private Trust left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.05% of Legacy Private Trust's portfolio in Q3 2026, its #160 holding.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Legacy Private Trust's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $2.11M in Q3 2025.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

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