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Bank of Jackson Hole Trust’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Bank of Jackson Hole Trust’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.71K Hold
249
– – ﹤0.01% 439
2025
Q4 		$5.75K Hold
249
– – ﹤0.01% 440
2025
Q3 		$5.76K Hold
249
– – ﹤0.01% 401
2025
Q2 		$5.73K Hold
249
– – ﹤0.01% 401
2025
Q1 		$5.69K Buy
+249
New +$5.59K ﹤0.01% 402

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Bank of Jackson Hole Trust held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q1 2026 at 249 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Bank of Jackson Hole Trust first reported a position in IBTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.76K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Bank of Jackson Hole Trust held 249 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $5.71K as of Q1 2026.
  • Bank of Jackson Hole Trust left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #439 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Bank of Jackson Hole Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $5.76K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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