CTC
IBTQ

Central Trust Company’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Central Trust Company’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2K Sell
800
-246
-24% -$6.27K ﹤0.01% 1013
2025
Q4 		$26.7K Buy
+1,046
New +$26.8K ﹤0.01% 926

Other funds holding IBTQ

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

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

Central Trust Company reduced its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 24% in Q1 2026, selling an estimated $6.27K and leaving 800 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Central Trust Company first reported a position in IBTQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.7K in Q4 2025. 44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

  • Central Trust Company held 800 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $20.2K as of Q1 2026.
  • Central Trust Company sold 246 iShares iBonds Dec 2035 Term Treasury ETF shares in Q1 2026, an estimated $6.27K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #1013 holding.
  • Central Trust Company first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Central Trust Company's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $26.7K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

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