Central Trust Company’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.25M	Buy	123,725 +14,614	+13%	+$385K	0.06%	204
2026 Q1	$2.86M	Buy	109,111 +32,057	+42%	+$839K	0.06%	207
2025 Q4	$2.01M	Buy	77,054 +53,606	+229%	+$1.41M	0.04%	254
2025 Q3	$622K	Sell	23,448 -1,971	-8%	-$52K	0.01%	402
2025 Q2	$671K	Buy	25,419 +2,754	+12%	+$72K	0.02%	379
2025 Q1	$598K	Buy	22,665 +7,187	+46%	+$185K	0.01%	386
2024 Q4	$393K	Buy	+15,478	New	+$397K	0.01%	447

Other funds holding IBIF

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Central Trust Company's IBIF Position: Q2 2026 in Review

Central Trust Company increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 13% in Q2 2026, buying an estimated $385K and bringing the position to 123,725 shares worth $3.25M. The position accounts for 0.06% of the portfolio, ranked #204.

Central Trust Company first reported a position in IBIF in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

Central Trust Company held 123,725 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $3.25M as of Q2 2026.
Central Trust Company bought 14,614 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $385K.
iShares iBonds Oct 2029 Term TIPS ETF made up 0.06% of Central Trust Company's portfolio in Q2 2026, its #204 holding.
Central Trust Company first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.