First PREMIER Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

First PREMIER Bank’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8K	Hold	302	–	–	﹤0.01%	336
2026 Q2	$8K	Hold	302	–	–	﹤0.01%	328
2026 Q1	$8K	Hold	302	–	–	﹤0.01%	323
2025 Q4	$8K	Hold	302	–	–	﹤0.01%	327
2025 Q3	$8K	Hold	302	–	–	﹤0.01%	346
2025 Q2	$8K	Hold	302	–	–	﹤0.01%	331
2025 Q1	$8K	Hold	302	–	–	﹤0.01%	337
2024 Q4	$8K	Hold	302	–	–	﹤0.01%	336
2024 Q3	$8K	Hold	302	–	–	﹤0.01%	343
2024 Q2	$7K	Buy	+302	New	+$7.44K	﹤0.01%	336
2023 Q2	–	Sell	-104	Closed	-$3K	–	383
2023 Q1	$3K	Buy	+104	New	+$2.57K	﹤0.01%	376

Other funds holding IBDT

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

First PREMIER Bank's IBDT Position: Q3 2026 in Review

First PREMIER Bank held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2026 at 302 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

First PREMIER Bank first reported a position in IBDT in Q1 2023 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

First PREMIER Bank held 302 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $8K as of Q3 2026.
First PREMIER Bank left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of First PREMIER Bank's portfolio in Q3 2026, its #336 holding.
First PREMIER Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 11 quarters since.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on First PREMIER Bank's 13F filing for Q3 2026, filed 13 Oct 2026.