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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
Q3 		$11.7M Sell
549,620
-5,942
-1% -$128K 0.64% 26
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

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

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

Legacy Private Trust reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.1% in Q3 2026, selling an estimated $128K and leaving 549,620 shares worth $11.7M. The position accounts for 0.64% of the portfolio, ranked #26.

Legacy Private Trust first reported a position in IBTJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $12M in Q2 2026. 15 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Legacy Private Trust held 549,620 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $11.7M as of Q3 2026.
  • Legacy Private Trust sold 5,942 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $128K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.64% of Legacy Private Trust's portfolio in Q3 2026, its #26 holding.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • Legacy Private Trust's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $12M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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