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Legacy Private Trust’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Legacy Private Trust’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.67M Buy
+290,298
New +$6.87M 0.36% 56

Other funds holding IBTO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Legacy Private Trust opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2026: 290,298 shares worth $6.67M. The stake represents 0.36% of the portfolio and ranks #56 among its holdings.

4 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

  • Legacy Private Trust held 290,298 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $6.67M as of Q3 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF was a new Legacy Private Trust position in Q3 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.36% of Legacy Private Trust's portfolio in Q3 2026, its #56 holding.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

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