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 Q2	$3.34M	Sell	131,688 -8,106	-6%	-$205K	0.06%	202
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Central Trust Company reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 5.8% in Q2 2026, selling an estimated $205K and leaving 131,688 shares worth $3.34M. The position accounts for 0.06% of the portfolio, ranked #202.

Central Trust Company first reported a position in IBMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.67M in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Central Trust Company held 131,688 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $3.34M as of Q2 2026.
Central Trust Company sold 8,106 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $205K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.06% of Central Trust Company's portfolio in Q2 2026, its #202 holding.
Central Trust Company first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Central Trust Company's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $3.67M in Q4 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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