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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
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

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Legacy Private Trust increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 11% in Q2 2026, buying an estimated $820K and bringing the position to 376,158 shares worth $8.54M. The position accounts for 0.47% of the portfolio, ranked #44.

Legacy Private Trust first reported a position in IBTM in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Legacy Private Trust held 376,158 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $8.54M as of Q2 2026.
  • Legacy Private Trust bought 36,078 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $820K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.47% of Legacy Private Trust's portfolio in Q2 2026, its #44 holding.
  • Legacy Private Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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