Legacy Private Trust
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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
Q3 		$8.3M Buy
381,845
+5,687
+2% +$127K 0.45% 47
2026
Q2 		$8.54M Buy
376,158
+36,078
+11% +$820K 0.47% 44
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

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

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

Legacy Private Trust increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 1.5% in Q3 2026, buying an estimated $127K and bringing the position to 381,845 shares worth $8.3M. The position accounts for 0.45% of the portfolio, ranked #47.

Legacy Private Trust first reported a position in IBTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.54M in Q2 2026. 19 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Legacy Private Trust held 381,845 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $8.3M as of Q3 2026.
  • Legacy Private Trust bought 5,687 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $127K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.45% of Legacy Private Trust's portfolio in Q3 2026, its #47 holding.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Legacy Private Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $8.54M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

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