First Interstate Bank’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

First Interstate Bank’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
2026 Q2	$853K	Hold	35,211	–	–	0.04%	106
2026 Q1	$854K	Hold	35,211	–	–	0.05%	106
2025 Q4	$855K	Hold	35,211	–	–	0.05%	104
2025 Q3	$857K	Hold	35,211	–	–	0.05%	104
2025 Q2	$855K	Hold	35,211	–	–	0.05%	98
2025 Q1	$851K	Sell	35,211 -569	-2%	-$13.7K	0.05%	89
2024 Q4	$857K	Buy	35,780 +3,338	+10%	+$80.3K	0.05%	90
2024 Q3	$791K	Hold	32,442	–	–	0.05%	99
2024 Q2	$770K	Buy	32,442 +6,634	+26%	+$157K	0.05%	96
2024 Q1	$614K	Hold	25,808	–	–	0.04%	105
2023 Q4	$618K	Hold	25,808	–	–	0.05%	102
2023 Q3	$597K	Hold	25,808	–	–	0.05%	102
2023 Q2	$606K	Hold	25,808	–	–	0.05%	104
2023 Q1	$615K	Buy	+25,808	New	+$609K	0.05%	110
2022 Q4	–	Sell	-20,301	Closed	-$467K	–	189
2022 Q3	$467K	Buy	20,301 +3,100	+18%	+$74.1K	0.04%	115
2022 Q2	$411K	Buy	+17,201	New	+$416K	0.03%	118

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

First Interstate Bank's IBDS Position: Q2 2026 in Review

First Interstate Bank held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 35,211 shares worth $853K. The position accounts for 0.04% of the portfolio, ranked #106.

First Interstate Bank first reported a position in IBDS in Q2 2022 and has held it in 16 quarters since. The position peaked at $857K in Q4 2024. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

First Interstate Bank held 35,211 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $853K as of Q2 2026.
First Interstate Bank left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.04% of First Interstate Bank's portfolio in Q2 2026, its #106 holding.
First Interstate Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
First Interstate Bank's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $857K in Q4 2024.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on First Interstate Bank's 13F filing for Q2 2026, filed 24 Jul 2026.