Central Trust Company
IBTH icon

Central Trust Company’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Central Trust Company’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.32M Buy
193,672
+14,411
+8% +$322K 0.08% 175
2026
Q2 		$4.01M Sell
179,261
-10,451
-6% -$234K 0.07% 184
2026
Q1 		$4.26M Sell
189,712
-63,035
-25% -$1.42M 0.08% 171
2025
Q4 		$5.68M Sell
252,747
-76,055
-23% -$1.71M 0.11% 132
2025
Q3 		$7.4M Buy
328,802
+3,975
+1% +$89.2K 0.15% 106
2025
Q2 		$7.31M Buy
324,827
+15,955
+5% +$357K 0.17% 98
2025
Q1 		$6.92M Buy
308,872
+46,957
+18% +$1.05M 0.17% 97
2024
Q4 		$5.81M Buy
261,915
+56,117
+27% +$1.25M 0.14% 112
2024
Q3 		$4.66M Buy
205,798
+48,638
+31% +$1.09M 0.11% 141
2024
Q2 		$3.47M Buy
157,160
+33,506
+27% +$736K 0.09% 169
2024
Q1 		$2.74M Buy
123,654
+65,506
+113% +$1.46M 0.07% 200
2023
Q4 		$1.3M Buy
58,148
+42,380
+269% +$931K 0.03% 281
2023
Q3 		$345K Buy
15,768
+8,707
+123% +$192K 0.01% 456
2023
Q2 		$156K Buy
7,061
+3,301
+88% +$74.4K ﹤0.01% 592
2023
Q1 		$85.2K Buy
+3,760
New +$84.4K ﹤0.01% 696

Other funds holding IBTH

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Central Trust Company increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 8% in Q3 2026, buying an estimated $322K and bringing the position to 193,672 shares worth $4.32M. The position accounts for 0.08% of the portfolio, ranked #175.

Central Trust Company first reported a position in IBTH in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.4M in Q3 2025. 253 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Central Trust Company held 193,672 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $4.32M as of Q3 2026.
  • Central Trust Company bought 14,411 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $322K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.08% of Central Trust Company's portfolio in Q3 2026, its #175 holding.
  • Central Trust Company first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
  • Central Trust Company's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $7.4M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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