CTC
IBMS

Central Trust Company’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Central Trust Company’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.72M Buy
143,914
+11,166
+8% +$292K 0.07% 187
2025
Q4 		$3.46M Buy
132,748
+34,168
+35% +$889K 0.07% 193
2025
Q3 		$2.57M Buy
98,580
+4,889
+5% +$127K 0.05% 225
2025
Q2 		$2.4M Buy
93,691
+12,830
+16% +$325K 0.06% 222
2025
Q1 		$2.05M Buy
80,861
+20,533
+34% +$524K 0.05% 233
2024
Q4 		$1.53M Buy
+60,328
New +$1.54M 0.04% 278

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Central Trust Company increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 8.4% in Q1 2026, buying an estimated $292K and bringing the position to 143,914 shares worth $3.72M. The position accounts for 0.07% of the portfolio, ranked #187.

Central Trust Company first reported a position in IBMS in Q4 2024 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Central Trust Company held 143,914 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $3.72M as of Q1 2026.
  • Central Trust Company bought 11,166 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $292K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.07% of Central Trust Company's portfolio in Q1 2026, its #187 holding.
  • Central Trust Company first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

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