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

Bank of Jackson Hole Trust’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.9K	Hold	2,835	–	–	0.03%	224
2025 Q4	$62.2K	Hold	2,835	–	–	0.03%	222
2025 Q3	$62.2K	Sell	2,835 -553	-16%	-$12.1K	0.03%	221
2025 Q2	$74.3K	Hold	3,388	–	–	0.04%	197
2025 Q1	$73.6K	Buy	3,388 +1,432	+73%	+$30.8K	0.05%	191
2024 Q4	$41.7K	Buy	+1,956	New	+$42.2K	0.03%	247

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of Jackson Hole Trust held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q1 2026 at 2,835 shares worth $61.9K. The position accounts for 0.03% of the portfolio, ranked #224.

Bank of Jackson Hole Trust first reported a position in IBTJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $74.3K in Q2 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Bank of Jackson Hole Trust held 2,835 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $61.9K as of Q1 2026.
Bank of Jackson Hole Trust left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #224 holding.
Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Bank of Jackson Hole Trust's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $74.3K in Q2 2025.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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