Legacy Private Trust’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Legacy Private Trust’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Buy	555,562 +18,312	+3%	+$397K	0.67%	25
2026 Q1	$11.7M	Buy	537,250 +12,884	+2%	+$283K	0.72%	26
2025 Q4	$11.5M	Buy	524,366 +91,392	+21%	+$2.01M	0.68%	29
2025 Q3	$9.51M	Buy	432,974 +19,111	+5%	+$418K	0.57%	36
2025 Q2	$9.07M	Buy	413,863 +15,128	+4%	+$329K	0.59%	37
2025 Q1	$8.68M	Buy	398,735 +58,214	+17%	+$1.25M	0.6%	36
2024 Q4	$7.26M	Buy	+340,521	New	+$7.34M	0.48%	46

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Legacy Private Trust increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.4% in Q2 2026, buying an estimated $397K and bringing the position to 555,562 shares worth $12M. The position accounts for 0.67% of the portfolio, ranked #25.

Legacy Private Trust first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Legacy Private Trust held 555,562 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $12M as of Q2 2026.
Legacy Private Trust bought 18,312 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $397K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.67% of Legacy Private Trust's portfolio in Q2 2026, its #25 holding.
Legacy Private Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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