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Bank of Jackson Hole Trust’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Bank of Jackson Hole Trust’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.71K Hold
280
– – ﹤0.01% 437
2025
Q4 		$5.75K Hold
280
– – ﹤0.01% 439
2025
Q3 		$5.76K Hold
280
– – ﹤0.01% 400
2025
Q2 		$5.74K Hold
280
– – ﹤0.01% 400
2025
Q1 		$5.68K Buy
+280
New +$5.59K ﹤0.01% 403

Other funds holding IBTL

Wells Fargo
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Bank of Jackson Hole Trust held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q1 2026 at 280 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Bank of Jackson Hole Trust first reported a position in IBTL in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.76K in Q3 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Bank of Jackson Hole Trust held 280 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $5.71K as of Q1 2026.
  • Bank of Jackson Hole Trust left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #437 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Bank of Jackson Hole Trust's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $5.76K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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