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Bank of Jackson Hole Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Bank of Jackson Hole Trust’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.69K Hold
272
– – ﹤0.01% 440
2025
Q4 		$5.75K Hold
272
– – ﹤0.01% 438
2025
Q3 		$5.77K Hold
272
– – ﹤0.01% 399
2025
Q2 		$5.72K Hold
272
– – ﹤0.01% 402
2025
Q1 		$5.66K Buy
+272
New +$5.58K ﹤0.01% 405

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Jackson Hole Trust held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 272 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Bank of Jackson Hole Trust first reported a position in IBDW in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.77K in Q3 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Bank of Jackson Hole Trust held 272 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $5.69K as of Q1 2026.
  • Bank of Jackson Hole Trust left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #440 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • Bank of Jackson Hole Trust's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $5.77K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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