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Ishares Ibonds Dec 2029 Term T shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 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 2029 Term T by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 433k 21.96
2025-06-30 $9.1M 414k 21.92
2025-03-31 $8.7M 399k 21.77
2024-12-31 $7.3M 341k 21.33

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
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 2029 Term T

TRUE Private Wealth Advisors
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Hengehold Capital Management
UBS Group
Atwood & Palmer
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
Vista Private Wealth Partners
Commonwealth Equity Services
Confluence Investment Management

View all funds holding Ishares Ibonds Dec 2029 Term T