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Missouri Trust & Investment Company’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Missouri Trust & Investment Company’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-718
Closed -$17.2K – 430
2024
Q4 		$17.2K Buy
+718
New +$17.3K 0.01% 279

Other funds holding IBDS

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CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Missouri Trust & Investment Company's IBDS Position: Q1 2025 in Review

Missouri Trust & Investment Company sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2025, closing a stake of 718 shares — an estimated $17.2K sold.

Missouri Trust & Investment Company first reported a position in IBDS in Q4 2024 and held it in 1 quarter. The position peaked at $17.2K in Q4 2024. 364 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

  • Missouri Trust & Investment Company reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 718 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $17.2K.
  • Missouri Trust & Investment Company first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and held it in 1 quarter.
  • Missouri Trust & Investment Company's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $17.2K in Q4 2024.
  • 364 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2025, filed 17 Apr 2025.