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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.07M Buy
413,863
+15,128
+4% +$332K 0.59% 37
2025
Q1 		$8.68M Buy
398,735
+58,214
+17% +$1.27M 0.6% 36
2024
Q4 		$7.26M Buy
+340,521
New +$7.26M 0.48% 46