LPT
Legacy Private Trust’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
485,458
+1,286
| +0.3% | +$28.9K | 0.71% | 28 |
|
|
2025
Q1 | $10.9M | Buy |
484,172
+19,892
| +4% | +$446K | 0.75% | 27 |
|
|
2024
Q4 | $10.3M | Buy |
464,280
+44,427
| +11% | +$986K | 0.67% | 32 |
|
|
2024
Q3 | $9.5M | Buy |
419,853
+25,565
| +6% | +$579K | 0.64% | 36 |
|
|
2024
Q2 | $8.7M | Buy |
394,288
+83,007
| +27% | +$1.83M | 0.62% | 36 |
|
|
2024
Q1 | $6.9M | Buy |
+311,281
| New | +$6.9M | 0.5% | 48 |
|