First National Bank of Omaha’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$418K	Hold	18,681	–	–	0.01%	426
2026 Q1	$419K	Hold	18,681	–	–	0.01%	422
2025 Q4	$420K	Buy	+18,681	New	+$420K	0.01%	423

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

First National Bank of Omaha held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 18,681 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #426.

First National Bank of Omaha first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $420K in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

First National Bank of Omaha held 18,681 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $418K as of Q2 2026.
First National Bank of Omaha left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of First National Bank of Omaha's portfolio in Q2 2026, its #426 holding.
First National Bank of Omaha first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
First National Bank of Omaha's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $420K in Q4 2025.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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