Central Trust Company
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Central Trust Company’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Central Trust Company’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$675K Buy
26,059
+1,060
+4% +$27.3K 0.01% 412
2026
Q2 		$656K Buy
24,999
+5,960
+31% +$156K 0.01% 420
2026
Q1 		$497K Sell
19,039
-6,996
-27% -$181K 0.01% 439
2025
Q4 		$672K Buy
26,035
+10,065
+63% +$262K 0.01% 384
2025
Q3 		$419K Sell
15,970
-1,637
-9% -$42.8K 0.01% 453
2025
Q2 		$461K Buy
17,607
+2,295
+15% +$59.9K 0.01% 430
2025
Q1 		$402K Buy
15,312
+7,107
+87% +$184K 0.01% 443
2024
Q4 		$209K Buy
+8,205
New +$210K 0.01% 554

Other funds holding IBID

Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Addison Advisors
Addison Advisors Middlebury, Vermont $217M AUM 11.49% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

Central Trust Company's IBID Position: Q3 2026 in Review

Central Trust Company increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 4.2% in Q3 2026, buying an estimated $27.3K and bringing the position to 26,059 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #412.

Central Trust Company first reported a position in IBID in Q4 2024 and has held it in 8 quarters since. 28 funds tracked by Wall St. Rank hold IBID as of Q3 2026.

  • Central Trust Company held 26,059 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $675K as of Q3 2026.
  • Central Trust Company bought 1,060 iShares iBonds Oct 2027 Term TIPS ETF shares in Q3 2026, an estimated $27.3K.
  • iShares iBonds Oct 2027 Term TIPS ETF made up 0.01% of Central Trust Company's portfolio in Q3 2026, its #412 holding.
  • Central Trust Company first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2024 and has held it in 8 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q3 2026.

Based on Central Trust Company's 13F filing for Q3 2026, filed 5 Nov 2026.