Legacy Private Trust »

Ishares Tr ibds dec28 etf shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Ishares Tr ibds dec28 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibds dec28 etf held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibds dec28 etf by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2023-06-30 $446k 18k 24.50
2023-03-31 $469k 19k 24.94
2022-12-31 $438k 18k 24.29
2022-09-30 $720k 30k 23.79
2022-06-30 $918k 37k 24.97

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Capital Investment Advisors
Capital Advisors
Royal Bank of Canada
Woodmont Investment Counsel
Mercer Global Advisors
UBS Group
Klingman & Associates
Raymond James Financial Services Advisors
Sigma Investment Counselors
Advisors Capital Management
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Wells Fargo & Company

View all funds holding Ishares Tr ibds dec28 etf