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 Q2	$855K	Hold	36,932	–	–	0.04%	105
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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

First Interstate Bank held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 36,932 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #105.

First Interstate Bank first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $859K in Q1 2026. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

First Interstate Bank held 36,932 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $855K as of Q2 2026.
First Interstate Bank left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of First Interstate Bank's portfolio in Q2 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 8 quarters since.
First Interstate Bank's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $859K in Q1 2026.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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