CTC
IBMR icon

Central Trust Company’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Central Trust Company’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.54M Sell
139,794
-4,491
-3% -$115K 0.07% 190
2025
Q4 		$3.67M Buy
144,285
+14,921
+12% +$379K 0.07% 188
2025
Q3 		$3.3M Buy
129,364
+5,103
+4% +$130K 0.07% 197
2025
Q2 		$3.14M Buy
124,261
+8,445
+7% +$211K 0.07% 194
2025
Q1 		$2.9M Buy
115,816
+1,261
+1% +$31.6K 0.07% 195
2024
Q4 		$2.86M Buy
114,555
+22,301
+24% +$561K 0.07% 198
2024
Q3 		$2.35M Buy
92,254
+13,561
+17% +$342K 0.06% 214
2024
Q2 		$1.96M Buy
78,693
+17,055
+28% +$425K 0.05% 230
2024
Q1 		$1.56M Buy
61,638
+35,061
+132% +$891K 0.04% 267
2023
Q4 		$680K Buy
+26,577
New +$651K 0.02% 369

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 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 $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return