Central Trust Company’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Central Trust Company’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44M	Buy	106,501 +55,832	+110%	+$1.29M	0.05%	223
2025 Q4	$1.17M	Buy	50,669 +44,962	+788%	+$1.04M	0.02%	306
2025 Q3	$132K	Sell	5,707 -70	-1%	-$1.61K	﹤0.01%	646
2025 Q2	$133K	Sell	5,777 -621	-10%	-$14.1K	﹤0.01%	628
2025 Q1	$146K	Buy	6,398 +11	+0.2%	+$247	﹤0.01%	614
2024 Q4	$142K	Buy	6,387 +500	+8%	+$11.3K	﹤0.01%	606
2024 Q3	$138K	Buy	5,887 +23	+0.4%	+$532	﹤0.01%	602
2024 Q2	$132K	Buy	5,864 +5,000	+579%	+$111K	﹤0.01%	605
2024 Q1	$19.6K	Buy	864 +539	+166%	+$12.2K	﹤0.01%	964
2023 Q4	$7.51K	Buy	325 +150	+86%	+$3.33K	﹤0.01%	1108
2023 Q3	$3.85K	Hold	175	–	–	﹤0.01%	1175
2023 Q2	$4.07K	Buy	+175	New	+$4.14K	﹤0.01%	1116

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Central Trust Company increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 110% in Q1 2026, buying an estimated $1.29M and bringing the position to 106,501 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #223.

Central Trust Company first reported a position in IBTM in Q2 2023 and has held it in 12 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Central Trust Company held 106,501 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $2.44M as of Q1 2026.
Central Trust Company bought 55,832 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $1.29M.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.05% of Central Trust Company's portfolio in Q1 2026, its #223 holding.
Central Trust Company first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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