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Bank of Jackson Hole Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bank of Jackson Hole Trust’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.6K Hold
3,682
– – 0.04% 197
2025
Q4 		$86.2K Hold
3,682
– – 0.04% 190
2025
Q3 		$86.4K Sell
3,682
-520
-12% -$12.1K 0.04% 195
2025
Q2 		$98K Buy
4,202
+1,018
+32% +$23.5K 0.06% 174
2025
Q1 		$73.7K Buy
3,184
+1,345
+73% +$30.8K 0.05% 189
2024
Q4 		$41.9K Buy
+1,839
New +$42.4K 0.03% 244

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of Jackson Hole Trust's IBDU Position: Q1 2026 in Review

Bank of Jackson Hole Trust held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q1 2026 at 3,682 shares worth $85.6K. The position accounts for 0.04% of the portfolio, ranked #197.

Bank of Jackson Hole Trust first reported a position in IBDU in Q4 2024 and has held it in 6 quarters since. The position peaked at $98K in Q2 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Bank of Jackson Hole Trust held 3,682 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $85.6K as of Q1 2026.
  • Bank of Jackson Hole Trust left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #197 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • Bank of Jackson Hole Trust's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $98K in Q2 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.