First Interstate Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$579K	Hold	22,940	–	–	0.03%	128
2026 Q1	$581K	Buy	22,940 +2,893	+14%	+$73.6K	0.03%	124
2025 Q4	$510K	Hold	20,047	–	–	0.03%	133
2025 Q3	$512K	Hold	20,047	–	–	0.03%	137
2025 Q2	$510K	Hold	20,047	–	–	0.03%	125
2025 Q1	$506K	Sell	20,047 -531	-3%	-$13.3K	0.03%	118
2024 Q4	$512K	Buy	20,578 +12,669	+160%	+$318K	0.03%	118
2024 Q3	$202K	Buy	+7,909	New	+$199K	0.01%	182
2022 Q4	–	Sell	-9,237	Closed	-$220K	–	190
2022 Q3	$220K	Buy	+9,237	New	+$230K	0.02%	165

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

First Interstate Bank held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 22,940 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #128.

First Interstate Bank first reported a position in IBDT in Q3 2022 and has held it in 9 quarters since. The position peaked at $581K in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

First Interstate Bank held 22,940 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $579K as of Q2 2026.
First Interstate Bank left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of First Interstate Bank's portfolio in Q2 2026, its #128 holding.
First Interstate Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2022 and has held it in 9 quarters since.
First Interstate Bank's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $581K in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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