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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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Legacy Private Trust increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 6.4% in Q2 2026, buying an estimated $557K and bringing the position to 455,751 shares worth $9.2M. The position accounts for 0.51% of the portfolio, ranked #41.

Legacy Private Trust first reported a position in IBTL in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Legacy Private Trust held 455,751 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $9.2M as of Q2 2026.
  • Legacy Private Trust bought 27,536 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $557K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.51% of Legacy Private Trust's portfolio in Q2 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 3 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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