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 Q3	$9.09M	Buy	467,052 +11,301	+2%	+$225K	0.5%	43
2026 Q2	$9.2M	Buy	455,751 +27,536	+6%	+$557K	0.51%	41
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

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

Legacy Private Trust increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 2.5% in Q3 2026, buying an estimated $225K and bringing the position to 467,052 shares worth $9.09M. The position accounts for 0.5% of the portfolio, ranked #43.

Legacy Private Trust first reported a position in IBTL in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.2M in Q2 2026. 64 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

Legacy Private Trust held 467,052 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $9.09M as of Q3 2026.
Legacy Private Trust bought 11,301 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $225K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.5% of Legacy Private Trust's portfolio in Q3 2026, its #43 holding.
Legacy Private Trust first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
Legacy Private Trust's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $9.2M in Q2 2026.
64 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

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