First PREMIER Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8K	Hold	329	–	–	﹤0.01%	330
2026 Q1	$8K	Hold	329	–	–	﹤0.01%	325
2025 Q4	$8K	Hold	329	–	–	﹤0.01%	329
2025 Q3	$8K	Hold	329	–	–	﹤0.01%	348
2025 Q2	$8K	Hold	329	–	–	﹤0.01%	333
2025 Q1	$8K	Hold	329	–	–	﹤0.01%	339
2024 Q4	$8K	Hold	329	–	–	﹤0.01%	337
2024 Q3	$8K	Hold	329	–	–	﹤0.01%	345
2024 Q2	$7K	Buy	+329	New	+$7.42K	﹤0.01%	338

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

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

First PREMIER Bank's IBDU Position: Q2 2026 in Review

First PREMIER Bank held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 329 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

First PREMIER Bank first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

First PREMIER Bank held 329 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $8K as of Q2 2026.
First PREMIER Bank left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of First PREMIER Bank's portfolio in Q2 2026, its #330 holding.
First PREMIER Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on First PREMIER Bank's 13F filing for Q2 2026, filed 15 Jul 2026.