First Interstate Bank’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$785K	Hold	36,029	–	–	0.04%	113
2026 Q1	$789K	Buy	36,029 +3,247	+10%	+$71.6K	0.04%	109
2025 Q4	$723K	Hold	32,782	–	–	0.04%	117
2025 Q3	$726K	Hold	32,782	–	–	0.04%	117
2025 Q2	$721K	Buy	32,782 +8,315	+34%	+$180K	0.04%	108
2025 Q1	$531K	Buy	24,467 +1,889	+8%	+$40.6K	0.03%	115
2024 Q4	$482K	Buy	+22,578	New	+$488K	0.03%	121

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

First Interstate Bank held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 36,029 shares worth $785K. The position accounts for 0.04% of the portfolio, ranked #113.

First Interstate Bank first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $789K in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

First Interstate Bank held 36,029 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $785K as of Q2 2026.
First Interstate Bank left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of First Interstate Bank's portfolio in Q2 2026, its #113 holding.
First Interstate Bank first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
First Interstate Bank's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $789K in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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