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 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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Legacy Private Trust held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 39,523 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #164.

Legacy Private Trust first reported a position in IBMQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.11M in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Legacy Private Trust held 39,523 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.01M as of Q2 2026.
Legacy Private Trust left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.06% of Legacy Private Trust's portfolio in Q2 2026, its #164 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 18 quarters since.
Legacy Private Trust's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $2.11M in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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