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Legacy Private Trust’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Legacy Private Trust’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.8M Buy
340,080
+37,949
+13% +$876K 0.48% 45
2025
Q4 		$6.97M Buy
+302,131
New +$7.01M 0.41% 51

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Legacy Private Trust increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 13% in Q1 2026, buying an estimated $876K and bringing the position to 340,080 shares worth $7.8M. The position accounts for 0.48% of the portfolio, ranked #45.

Legacy Private Trust first reported a position in IBTM in Q4 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Legacy Private Trust held 340,080 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $7.8M as of Q1 2026.
  • Legacy Private Trust bought 37,949 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $876K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.48% of Legacy Private Trust's portfolio in Q1 2026, its #45 holding.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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