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Ishares Ibonds Dec 2027 Term T shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $10M 464k 22.20
2024-09-30 $9.5M 420k 22.64
2024-06-30 $8.7M 394k 22.08
2024-03-31 $6.9M 311k 22.16

More positions owned by Legacy Private Trust

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

View all positions for Legacy Private Trust

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Stratos Wealth Partners
Envestnet Asset Management
Integrated Wealth Concepts
Raymond James Financial Services Advisors
Capital Investment Advisors
Journey Advisory Group
Northwestern Mutual Wealth Management Company
Vista Private Wealth Partners
UBS Group
Hm Payson & Co

View all funds holding Ishares Ibonds Dec 2027 Term T