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Central Trust Company’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Central Trust Company’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.28M Buy
206,146
+6,599
+3% +$169K 0.1% 139
2025
Q4 		$5.12M Buy
199,547
+34,199
+21% +$876K 0.1% 148
2025
Q3 		$4.24M Sell
165,348
-7,327
-4% -$188K 0.09% 164
2025
Q2 		$4.42M Buy
172,675
+10,674
+7% +$272K 0.1% 155
2025
Q1 		$4.14M Sell
162,001
-7,706
-5% -$197K 0.1% 155
2024
Q4 		$4.32M Buy
169,707
+38,261
+29% +$977K 0.11% 147
2024
Q3 		$3.37M Buy
131,446
+4,118
+3% +$105K 0.08% 175
2024
Q2 		$3.22M Buy
127,328
+19,835
+18% +$501K 0.08% 175
2024
Q1 		$2.72M Buy
107,493
+32,916
+44% +$837K 0.07% 201
2023
Q4 		$1.9M Buy
74,577
+19,339
+35% +$485K 0.05% 230
2023
Q3 		$1.37M Buy
55,238
+21,611
+64% +$542K 0.04% 265
2023
Q2 		$847K Sell
33,627
-2,341
-7% -$59.1K 0.02% 338
2023
Q1 		$918K Buy
35,968
+6,484
+22% +$164K 0.03% 321
2022
Q4 		$743K Buy
29,484
+3,784
+15% +$94.3K 0.02% 337
2022
Q3 		$633K Buy
25,700
+5,620
+28% +$143K 0.02% 338
2022
Q2 		$509K Sell
20,080
-27,200
-58% -$685K 0.02% 372
2022
Q1 		$1.21M Buy
47,280
+3,200
+7% +$83.6K 0.03% 296
2021
Q4 		$1.19M Buy
44,080
+2,000
+5% +$53.7K 0.03% 307
2021
Q3 		$1.13M Buy
42,080
+130
+0.3% +$3.52K 0.04% 297
2021
Q2 		$1.13M Sell
41,950
-500
-1% -$13.5K 0.04% 289
2021
Q1 		$1.14M Sell
42,450
-400
-0.9% -$10.8K 0.04% 276
2020
Q4 		$1.16M Buy
42,850
+100
+0.2% +$2.7K 0.05% 258
2020
Q3 		$1.15M Hold
42,750
– – 0.05% 235
2020
Q2 		$1.14M Buy
42,750
+9,800
+30% +$257K 0.06% 221
2020
Q1 		$850K Buy
32,950
+16,850
+105% +$439K 0.05% 243
2019
Q4 		$418K Buy
16,100
+4,800
+42% +$124K 0.02% 369
2019
Q3 		$293K Buy
11,300
+6,650
+143% +$173K 0.02% 390
2019
Q2 		$119K Buy
+4,650
New +$118K 0.01% 526

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Central Trust Company increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 3.3% in Q1 2026, buying an estimated $169K and bringing the position to 206,146 shares worth $5.28M. The position accounts for 0.1% of the portfolio, ranked #139.

Central Trust Company first reported a position in IBMO in Q2 2019 and has held it in 28 quarters since. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

  • Central Trust Company held 206,146 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $5.28M as of Q1 2026.
  • Central Trust Company bought 6,599 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $169K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.1% of Central Trust Company's portfolio in Q1 2026, its #139 holding.
  • Central Trust Company first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

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