First Interstate Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$859K	Buy	36,932 +4,179	+13%	+$97.8K	0.05%	105
2025 Q4	$767K	Hold	32,753	–	–	0.04%	112
2025 Q3	$769K	Hold	32,753	–	–	0.04%	112
2025 Q2	$764K	Hold	32,753	–	–	0.04%	102
2025 Q1	$758K	Sell	32,753 -570	-2%	-$13.1K	0.05%	98
2024 Q4	$760K	Buy	33,323 +24,652	+284%	+$568K	0.05%	102
2024 Q3	$204K	Buy	+8,671	New	+$201K	0.01%	181

Other funds holding IBDU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

First Interstate Bank increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q1 2026, buying an estimated $97.8K and bringing the position to 36,932 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #105.

First Interstate Bank first reported a position in IBDU in Q3 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

First Interstate Bank held 36,932 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $859K as of Q1 2026.
First Interstate Bank bought 4,179 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $97.8K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.05% of First Interstate Bank's portfolio in Q1 2026, its #105 holding.
First Interstate Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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