First National Corp’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

First National Corp’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$426K	Hold	17,562	–	–	0.08%	123
2025 Q2	$426K	Hold	17,562	–	–	0.09%	116
2025 Q1	$425K	Hold	17,562	–	–	0.09%	117
2024 Q4	$423K	Hold	17,562	–	–	0.1%	110
2024 Q3	$427K	Buy	+17,562	New	+$423K	0.09%	115

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SVWA

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

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

First National Corp's IBDR Position: Q3 2025 in Review

First National Corp held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2025 at 17,562 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #123.

First National Corp first reported a position in IBDR in Q3 2024 and has held it in 5 quarters since. The position peaked at $427K in Q3 2024. 402 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

First National Corp held 17,562 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $426K as of Q3 2025.
First National Corp left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.08% of First National Corp's portfolio in Q3 2025, its #123 holding.
First National Corp first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 5 quarters since.
First National Corp's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $427K in Q3 2024.
402 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.