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Ishares Ibonds Dec 2028 Term T shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 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 2028 Term T by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 505k 22.39
2025-06-30 $11M 489k 22.36
2025-03-31 $11M 479k 22.25
2024-12-31 $9.9M 452k 21.90
2024-09-30 $9.2M 408k 22.51
2024-06-30 $8.2M 377k 21.83
2024-03-31 $6.9M 313k 21.94

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T