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Bank of Jackson Hole Trust’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bank of Jackson Hole Trust’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.71K Hold
226
– – ﹤0.01% 438
2025
Q4 		$5.77K Hold
226
– – ﹤0.01% 437
2025
Q3 		$5.79K Hold
226
– – ﹤0.01% 398
2025
Q2 		$5.71K Hold
226
– – ﹤0.01% 403
2025
Q1 		$5.67K Buy
+226
New +$5.59K ﹤0.01% 404

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

Bank of Jackson Hole Trust held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q1 2026 at 226 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Bank of Jackson Hole Trust first reported a position in IBDX in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.79K in Q3 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Bank of Jackson Hole Trust held 226 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $5.71K as of Q1 2026.
  • Bank of Jackson Hole Trust left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #438 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • Bank of Jackson Hole Trust's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.79K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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