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 Q3	$3.77M	Sell	149,424 -7,914	-5%	-$201K	0.07%	187
2026 Q2	$4M	Sell	157,338 -7,565	-5%	-$192K	0.07%	185
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%	-$47.4K	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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

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

Central Trust Company reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 5% in Q3 2026, selling an estimated $201K and leaving 149,424 shares worth $3.77M. The position accounts for 0.07% of the portfolio, ranked #187.

Central Trust Company first reported a position in IBMP in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.34M in Q4 2025. 122 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

Central Trust Company held 149,424 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $3.77M as of Q3 2026.
Central Trust Company sold 7,914 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $201K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.07% of Central Trust Company's portfolio in Q3 2026, its #187 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 27 quarters since.
Central Trust Company's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $4.34M in Q4 2025.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

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