LPT
Legacy Private Trust’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
488,906
+9,818
| +2% | +$220K | 0.71% | 27 |
|
|
2025
Q1 | $10.7M | Buy |
479,088
+26,770
| +6% | +$596K | 0.73% | 29 |
|
|
2024
Q4 | $9.91M | Buy |
452,318
+44,803
| +11% | +$981K | 0.65% | 33 |
|
|
2024
Q3 | $9.17M | Buy |
407,515
+30,723
| +8% | +$691K | 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 | +$6.85M | 0.5% | 49 |
|