First Interstate Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

First Interstate Bank’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$750K	Buy	30,949 +151	+0.5%	+$3.66K	0.04%	111
2025 Q4	$746K	Hold	30,798	–	–	0.04%	113
2025 Q3	$748K	Hold	30,798	–	–	0.04%	116
2025 Q2	$747K	Hold	30,798	–	–	0.04%	104
2025 Q1	$746K	Sell	30,798 -624	-2%	-$15.1K	0.04%	99
2024 Q4	$756K	Buy	31,422 +624	+2%	+$15K	0.05%	104
2024 Q3	$748K	Hold	30,798	–	–	0.05%	104
2024 Q2	$734K	Hold	30,798	–	–	0.05%	102
2024 Q1	$735K	Buy	30,798 +125	+0.4%	+$2.98K	0.05%	101
2023 Q4	$733K	Hold	30,673	–	–	0.05%	96
2023 Q3	$716K	Hold	30,673	–	–	0.06%	95
2023 Q2	$720K	Hold	30,673	–	–	0.06%	96
2023 Q1	$728K	Buy	30,673 +14,541	+90%	+$342K	0.06%	101
2022 Q4	$377K	Sell	16,132 -13,660	-46%	-$317K	0.03%	140
2022 Q3	$688K	Buy	29,792 +3,112	+12%	+$74.1K	0.06%	99
2022 Q2	$635K	Buy	+26,680	New	+$641K	0.05%	102

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

First Interstate Bank's IBDR Position: Q1 2026 in Review

First Interstate Bank increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.49% in Q1 2026, buying an estimated $3.66K and bringing the position to 30,949 shares worth $750K. The position accounts for 0.04% of the portfolio, ranked #111.

First Interstate Bank first reported a position in IBDR in Q2 2022 and has held it in 16 quarters since. The position peaked at $756K in Q4 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

First Interstate Bank held 30,949 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $750K as of Q1 2026.
First Interstate Bank bought 151 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $3.66K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of First Interstate Bank's portfolio in Q1 2026, its #111 holding.
First Interstate Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
First Interstate Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $756K in Q4 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on First Interstate Bank's 13F filing for Q1 2026, filed 29 Apr 2026.