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Legacy Private Trust’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Legacy Private Trust’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.74M Buy
428,215
+53,815
+14% +$1.1M 0.54% 41
2025
Q4 		$7.68M Buy
+374,400
New +$7.71M 0.45% 44

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Legacy Private Trust's IBTL Position: Q1 2026 in Review

Legacy Private Trust increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 14% in Q1 2026, buying an estimated $1.1M and bringing the position to 428,215 shares worth $8.74M. The position accounts for 0.54% of the portfolio, ranked #41.

Legacy Private Trust first reported a position in IBTL in Q4 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Legacy Private Trust held 428,215 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $8.74M as of Q1 2026.
  • Legacy Private Trust bought 53,815 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $1.1M.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.54% of Legacy Private Trust's portfolio in Q1 2026, its #41 holding.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.