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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
Q2 		– Sell
-249
Closed -$5.71K – 207
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

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bank of Jackson Hole Trust sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 249 shares — an estimated $5.71K sold.

Bank of Jackson Hole Trust first reported a position in IBTM in Q1 2025 and held it in 5 quarters. The position peaked at $5.76K in Q3 2025. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 249 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $5.71K.
  • Bank of Jackson Hole Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and held it in 5 quarters.
  • Bank of Jackson Hole Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $5.76K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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