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Central Trust Company’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Central Trust Company’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.2M Sell
164,903
-6,063
-4% -$154K 0.08% 172
2025
Q4 		$4.34M Buy
170,966
+15,716
+10% +$399K 0.09% 163
2025
Q3 		$3.96M Sell
155,250
-247
-0.2% -$6.28K 0.08% 176
2025
Q2 		$3.94M Buy
155,497
+1,831
+1% +$46.1K 0.09% 167
2025
Q1 		$3.88M Sell
153,666
-1,880
-1% -$47.5K 0.1% 161
2024
Q4 		$3.91M Buy
155,546
+23,318
+18% +$590K 0.1% 156
2024
Q3 		$3.37M Buy
132,228
+18,748
+17% +$474K 0.08% 176
2024
Q2 		$2.84M Buy
113,480
+16,782
+17% +$419K 0.07% 194
2024
Q1 		$2.43M Buy
96,698
+26,495
+38% +$670K 0.06% 208
2023
Q4 		$1.78M Buy
70,203
+18,231
+35% +$453K 0.05% 238
2023
Q3 		$1.27M Buy
51,972
+22,082
+74% +$550K 0.04% 272
2023
Q2 		$749K Buy
29,890
+15,587
+109% +$392K 0.02% 354
2023
Q1 		$364K Buy
14,303
+9,647
+207% +$244K 0.01% 451
2022
Q4 		$117K Buy
+4,656
New +$115K ﹤0.01% 618
2022
Q2 		– Sell
-3,900
Closed -$99K – 1403
2022
Q1 		$99K Hold
3,900
– – ﹤0.01% 698
2021
Q4 		$105K Hold
3,900
– – ﹤0.01% 687
2021
Q3 		$105K Hold
3,900
– – ﹤0.01% 649
2021
Q2 		$106K Hold
3,900
– – ﹤0.01% 625
2021
Q1 		$105K Hold
3,900
– – ﹤0.01% 594
2020
Q4 		$107K Hold
3,900
– – ﹤0.01% 576
2020
Q3 		$106K Buy
3,900
+300
+8% +$8.13K ﹤0.01% 540
2020
Q2 		$97K Buy
3,600
+1,100
+44% +$29K ﹤0.01% 530
2020
Q1 		$65K Buy
2,500
+500
+25% +$13.1K ﹤0.01% 570
2019
Q4 		$52K Hold
2,000
– – ﹤0.01% 671
2019
Q3 		$52K Buy
+2,000
New +$52K ﹤0.01% 641

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Central Trust Company reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 3.5% in Q1 2026, selling an estimated $154K and leaving 164,903 shares worth $4.2M. The position accounts for 0.08% of the portfolio, ranked #172.

Central Trust Company first reported a position in IBMP in Q3 2019 and has held it in 25 quarters since. The position peaked at $4.34M in Q4 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Central Trust Company held 164,903 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $4.2M as of Q1 2026.
  • Central Trust Company sold 6,063 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $154K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.08% of Central Trust Company's portfolio in Q1 2026, its #172 holding.
  • Central Trust Company first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • Central Trust Company's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $4.34M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

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