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iShares iBonds Dec 2033 Term Treasury ETF shares owned by Legacy Private Trust

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury ETF 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 2033 Term Treasury ETF by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2026-09-30 $6.7M 290k 22.99

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View all positions for Legacy Private Trust

Top funds holding iShares iBonds Dec 2033 Term Treasury ETF

GLOBALT Investments LLC / GA
Union Bankshares
Krilogy Financial
Confluence Investment Management
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Ameriprise Financial
Headland Capital
Wells Fargo & Company
HighTower Advisors
Legacy Private Trust
Probity Advisors
UBS Group
Accretive Wealth Partners

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF