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 Q2	–	Sell	-226	Closed	-$5.71K	–	197
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

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Bank of Jackson Hole Trust's IBDX Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026, closing a stake of 226 shares — an estimated $5.71K sold.

Bank of Jackson Hole Trust first reported a position in IBDX in Q1 2025 and held it in 5 quarters. The position peaked at $5.79K in Q3 2025. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 226 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $5.71K.
Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
Bank of Jackson Hole Trust's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.79K in Q3 2025.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.