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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
Q3 		$12.6M Sell
574,637
-6,125
-1% -$135K 0.69% 25
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Legacy Private Trust's IBTI Position: Q3 2026 in Review

Legacy Private Trust reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 1.1% in Q3 2026, selling an estimated $135K and leaving 574,637 shares worth $12.6M. The position accounts for 0.69% of the portfolio, ranked #25.

Legacy Private Trust first reported a position in IBTI in Q1 2024 and has held it in 11 quarters since. The position peaked at $12.9M in Q2 2026. 24 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

  • Legacy Private Trust held 574,637 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $12.6M as of Q3 2026.
  • Legacy Private Trust sold 6,125 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $135K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.69% of Legacy Private Trust's portfolio in Q3 2026, its #25 holding.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
  • Legacy Private Trust's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $12.9M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.