FWTB
IBHL

First Western Trust Bank’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

First Western Trust Bank’s Portfolio IBHL Stock Details IBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$488K Buy
+19,339
New +$495K 0.02% 124

Other funds holding IBHL

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

First Western Trust Bank's IBHL Position: Q1 2026 in Review

First Western Trust Bank opened a new position in iShares iBonds 2032 Term High Yield and Income ETF (IBHL) in Q1 2026: 19,339 shares worth $488K. The stake represents 0.02% of the portfolio and ranks #124 among its holdings.

11 funds tracked by Wall St. Rank hold IBHL as of Q1 2026.

  • First Western Trust Bank held 19,339 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $488K as of Q1 2026.
  • iShares iBonds 2032 Term High Yield and Income ETF was a new First Western Trust Bank position in Q1 2026.
  • iShares iBonds 2032 Term High Yield and Income ETF made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #124 holding.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 2032 Term High Yield and Income ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.