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Bank of Jackson Hole Trust’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bank of Jackson Hole Trust’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,747
Closed -$61.6K – 202
2026
Q1 		$61.6K Hold
2,747
– – 0.03% 228
2025
Q4 		$61.7K Hold
2,747
– – 0.03% 225
2025
Q3 		$61.9K Sell
2,747
-535
-16% -$12K 0.03% 223
2025
Q2 		$73.8K Hold
3,282
– – 0.04% 200
2025
Q1 		$73.5K Buy
3,282
+1,388
+73% +$30.9K 0.05% 193
2024
Q4 		$42K Buy
+1,894
New +$42.2K 0.03% 242

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of Jackson Hole Trust sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026, closing a stake of 2,747 shares — an estimated $61.6K sold.

Bank of Jackson Hole Trust first reported a position in IBTH in Q4 2024 and held it in 6 quarters. The position peaked at $73.8K in Q2 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 2,747 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $61.6K.
  • Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $73.8K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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