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Central Trust Company’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Central Trust Company’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.94M Sell
154,066
-7,508
-5% -$192K 0.07% 186
2026
Q1 		$4.12M Sell
161,574
-5,715
-3% -$147K 0.08% 174
2025
Q4 		$4.28M Buy
167,289
+15,904
+11% +$406K 0.08% 164
2025
Q3 		$3.88M Buy
151,385
+255
+0.2% +$6.52K 0.08% 177
2025
Q2 		$3.84M Buy
151,130
+1,147
+0.8% +$28.9K 0.09% 173
2025
Q1 		$3.79M Buy
149,983
+2,850
+2% +$72K 0.09% 163
2024
Q4 		$3.7M Buy
147,133
+21,108
+17% +$535K 0.09% 165
2024
Q3 		$3.23M Buy
126,025
+17,553
+16% +$445K 0.08% 180
2024
Q2 		$2.71M Buy
108,472
+13,087
+14% +$328K 0.07% 198
2024
Q1 		$2.41M Buy
95,385
+27,614
+41% +$702K 0.06% 210
2023
Q4 		$1.73M Buy
67,771
+22,221
+49% +$552K 0.05% 240
2023
Q3 		$1.11M Buy
45,550
+16,750
+58% +$418K 0.03% 287
2023
Q2 		$725K Buy
28,800
+13,037
+83% +$330K 0.02% 359
2023
Q1 		$404K Buy
15,763
+9,308
+144% +$236K 0.01% 437
2022
Q4 		$162K Buy
6,455
+3,955
+158% +$97.6K 0.01% 552
2022
Q3 		$60K Hold
2,500
– – ﹤0.01% 741
2022
Q2 		$63K Hold
2,500
– – ﹤0.01% 728
2022
Q1 		$64K Hold
2,500
– – ﹤0.01% 766
2021
Q4 		$68K Hold
2,500
– – ﹤0.01% 747
2021
Q3 		$68K Hold
2,500
– – ﹤0.01% 723
2021
Q2 		$69K Hold
2,500
– – ﹤0.01% 688
2021
Q1 		$68K Hold
2,500
– – ﹤0.01% 666
2020
Q4 		$69K Hold
2,500
– – ﹤0.01% 641
2020
Q3 		$68K Hold
2,500
– – ﹤0.01% 613
2020
Q2 		$68K Hold
2,500
– – ﹤0.01% 587
2020
Q1 		$66K Buy
2,500
+500
+25% +$13.2K ﹤0.01% 567
2019
Q4 		$52K Hold
2,000
– – ﹤0.01% 672
2019
Q3 		$52K Buy
+2,000
New +$52.3K ﹤0.01% 642

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Central Trust Company reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.6% in Q2 2026, selling an estimated $192K and leaving 154,066 shares worth $3.94M. The position accounts for 0.07% of the portfolio, ranked #186.

Central Trust Company first reported a position in IBMQ in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.28M in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Central Trust Company held 154,066 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.94M as of Q2 2026.
  • Central Trust Company sold 7,508 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $192K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.07% of Central Trust Company's portfolio in Q2 2026, its #186 holding.
  • Central Trust Company first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Central Trust Company's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $4.28M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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