First National Bank of Omaha’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Sell	64,311 -23,643	-27%	-$469K	0.04%	329
2025 Q4	$1.75M	Buy	+87,954	New	+$1.75M	0.05%	290

Other funds holding IBTK

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

First National Bank of Omaha's IBTK Position: Q1 2026 in Review

First National Bank of Omaha reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 27% in Q1 2026, selling an estimated $469K and leaving 64,311 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #329.

First National Bank of Omaha first reported a position in IBTK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.75M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

First National Bank of Omaha held 64,311 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.27M as of Q1 2026.
First National Bank of Omaha sold 23,643 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $469K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.04% of First National Bank of Omaha's portfolio in Q1 2026, its #329 holding.
First National Bank of Omaha first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
First National Bank of Omaha's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.75M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.