First National Bank of Omaha’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

First National Bank of Omaha’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Sell	81,564 -986	-1%	-$22.6K	0.05%	282
2026 Q1	$1.89M	Sell	82,550 -21,218	-20%	-$486K	0.06%	276
2025 Q4	$2.37M	Buy	+103,768	New	+$2.38M	0.07%	251

Other funds holding IBTG

HPC

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

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

CIA

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

First National Bank of Omaha's IBTG Position: Q2 2026 in Review

First National Bank of Omaha reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.2% in Q2 2026, selling an estimated $22.6K and leaving 81,564 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #282.

First National Bank of Omaha first reported a position in IBTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q4 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

First National Bank of Omaha held 81,564 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.87M as of Q2 2026.
First National Bank of Omaha sold 986 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $22.6K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of First National Bank of Omaha's portfolio in Q2 2026, its #282 holding.
First National Bank of Omaha first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
First National Bank of Omaha's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $2.37M in Q4 2025.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.