Central Trust Company’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Central Trust Company’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2M	Buy	483,346 +47,311	+11%	+$1.11M	0.22%	79
2025 Q4	$10.2M	Buy	436,035 +108,727	+33%	+$2.55M	0.2%	87
2025 Q3	$7.68M	Buy	327,308 +21,522	+7%	+$503K	0.16%	102
2025 Q2	$7.13M	Buy	305,786 +8,225	+3%	+$190K	0.16%	102
2025 Q1	$6.88M	Buy	297,561 +21,151	+8%	+$485K	0.17%	99
2024 Q4	$6.3M	Buy	276,410 +116,699	+73%	+$2.69M	0.15%	107
2024 Q3	$3.75M	Buy	159,711 +42,164	+36%	+$977K	0.09%	161
2024 Q2	$2.66M	Buy	117,547 +49,408	+73%	+$1.11M	0.07%	202
2024 Q1	$1.55M	Buy	68,139 +20,397	+43%	+$465K	0.04%	268
2023 Q4	$1.1M	Buy	47,742 +28,565	+149%	+$633K	0.03%	306
2023 Q3	$420K	Buy	19,177 +2,535	+15%	+$56.4K	0.01%	424
2023 Q2	$374K	Buy	16,642 +4,733	+40%	+$107K	0.01%	458
2023 Q1	$272K	Buy	11,909 +9,000	+309%	+$203K	0.01%	489
2022 Q4	$64.5K	Buy	2,909 +979	+51%	+$21.6K	﹤0.01%	727
2022 Q3	$42K	Hold	1,930	–	–	﹤0.01%	802
2022 Q2	$44K	Hold	1,930	–	–	﹤0.01%	789
2022 Q1	$47K	Hold	1,930	–	–	﹤0.01%	818
2021 Q4	$51K	Hold	1,930	–	–	﹤0.01%	789
2021 Q3	$51K	Hold	1,930	–	–	﹤0.01%	761
2021 Q2	$52K	Hold	1,930	–	–	﹤0.01%	726
2021 Q1	$50K	Hold	1,930	–	–	﹤0.01%	698
2020 Q4	$53K	Hold	1,930	–	–	﹤0.01%	679
2020 Q3	$52K	Hold	1,930	–	–	﹤0.01%	641
2020 Q2	$52K	Hold	1,930	–	–	﹤0.01%	619
2020 Q1	$47K	Buy	+1,930	New	+$49.1K	﹤0.01%	619

Other funds holding IBDU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Central Trust Company's IBDU Position: Q1 2026 in Review

Central Trust Company increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 11% in Q1 2026, buying an estimated $1.11M and bringing the position to 483,346 shares worth $11.2M. The position accounts for 0.22% of the portfolio, ranked #79.

Central Trust Company first reported a position in IBDU in Q1 2020 and has held it in 25 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Central Trust Company held 483,346 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $11.2M as of Q1 2026.
Central Trust Company bought 47,311 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $1.11M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.22% of Central Trust Company's portfolio in Q1 2026, its #79 holding.
Central Trust Company first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 25 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.