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Legacy Private Trust’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Legacy Private Trust’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,758
Closed -$223K – 267
2025
Q4 		$223K Sell
9,758
-1,670
-15% -$38.3K 0.01% 250
2025
Q3 		$262K Buy
11,428
+1,650
+17% +$37.8K 0.02% 237
2025
Q2 		$224K Buy
+9,778
New +$224K 0.01% 237

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Legacy Private Trust's IBTG Position: Q1 2026 in Review

Legacy Private Trust sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q1 2026, closing a stake of 9,758 shares — an estimated $223K sold.

Legacy Private Trust first reported a position in IBTG in Q2 2025 and held it in 3 quarters. The position peaked at $262K in Q3 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Legacy Private Trust reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Private Trust sold 9,758 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $223K.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2025 and held it in 3 quarters.
  • Legacy Private Trust's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $262K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.