First PREMIER Bank’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Hold	759	–	–	﹤0.01%	291
2026 Q1	$17K	Hold	759	–	–	﹤0.01%	282
2025 Q4	$17K	Buy	759 +30	+4%	+$687	﹤0.01%	286
2025 Q3	$17K	Hold	729	–	–	﹤0.01%	293
2025 Q2	$17K	Sell	729 -30	-4%	-$686	﹤0.01%	296
2025 Q1	$17K	Hold	759	–	–	﹤0.01%	292
2024 Q4	$17K	Buy	759 +62	+9%	+$1.42K	﹤0.01%	288
2024 Q3	$16K	Hold	697	–	–	﹤0.01%	304
2024 Q2	$16K	Hold	697	–	–	﹤0.01%	290
2024 Q1	$16K	Buy	697 +97	+16%	+$2.21K	﹤0.01%	298
2023 Q4	$14K	Hold	600	–	–	﹤0.01%	290
2023 Q3	$13K	Buy	600 +100	+20%	+$2.25K	﹤0.01%	295
2023 Q2	$11K	Buy	+500	New	+$11.5K	﹤0.01%	319

Other funds holding IBTG

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return