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Legacy Private Trust’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Legacy Private Trust’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2M Sell
548,089
-208
-0% -$4.65K 0.75% 24
2025
Q4 		$12.3M Buy
548,297
+43,461
+9% +$973K 0.72% 25
2025
Q3 		$11.3M Buy
504,836
+15,930
+3% +$356K 0.68% 28
2025
Q2 		$10.9M Buy
488,906
+9,818
+2% +$218K 0.71% 27
2025
Q1 		$10.7M Buy
479,088
+26,770
+6% +$589K 0.73% 29
2024
Q4 		$9.91M Buy
452,318
+44,803
+11% +$988K 0.65% 33
2024
Q3 		$9.17M Buy
407,515
+30,723
+8% +$684K 0.62% 38
2024
Q2 		$8.23M Buy
376,792
+64,311
+21% +$1.4M 0.58% 38
2024
Q1 		$6.85M Buy
+312,481
New +$6.88M 0.5% 49

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return