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 Q2	$12.9M	Buy	580,762 +32,673	+6%	+$725K	0.71%	23
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	0.67%	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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Legacy Private Trust increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 6% in Q2 2026, buying an estimated $725K and bringing the position to 580,762 shares worth $12.9M. The position accounts for 0.71% of the portfolio, ranked #23.

Legacy Private Trust first reported a position in IBTI in Q1 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Legacy Private Trust held 580,762 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $12.9M as of Q2 2026.
Legacy Private Trust bought 32,673 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $725K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.71% of Legacy Private Trust's portfolio in Q2 2026, its #23 holding.
Legacy Private Trust first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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