BOJHT
IBTK icon

Bank of Jackson Hole Trust’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Bank of Jackson Hole Trust’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,134
Closed -$61.8K – 205
2026
Q1 		$61.8K Hold
3,134
– – 0.03% 225
2025
Q4 		$62.2K Hold
3,134
– – 0.03% 223
2025
Q3 		$62.3K Sell
3,134
-611
-16% -$12.1K 0.03% 220
2025
Q2 		$74.3K Hold
3,745
– – 0.04% 196
2025
Q1 		$73.4K Buy
3,745
+1,583
+73% +$30.6K 0.05% 194
2024
Q4 		$41.5K Buy
+2,162
New +$42.1K 0.03% 250

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Bank of Jackson Hole Trust sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 3,134 shares — an estimated $61.8K sold.

Bank of Jackson Hole Trust first reported a position in IBTK in Q4 2024 and held it in 6 quarters. The position peaked at $74.3K in Q2 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 3,134 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $61.8K.
  • Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $74.3K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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