First Interstate Bank’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$370K	Buy	17,684 +2,053	+13%	+$43.4K	0.02%	153
2025 Q4	$331K	Hold	15,631	–	–	0.02%	160
2025 Q3	$332K	Hold	15,631	–	–	0.02%	160
2025 Q2	$329K	Hold	15,631	–	–	0.02%	144
2025 Q1	$324K	Hold	15,631	–	–	0.02%	134
2024 Q4	$318K	Buy	+15,631	New	+$323K	0.02%	143

Other funds holding IBDW

ACA

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

First Interstate Bank increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 13% in Q1 2026, buying an estimated $43.4K and bringing the position to 17,684 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #153.

First Interstate Bank first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

First Interstate Bank held 17,684 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $370K as of Q1 2026.
First Interstate Bank bought 2,053 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $43.4K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of First Interstate Bank's portfolio in Q1 2026, its #153 holding.
First Interstate Bank first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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