First PREMIER Bank’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Hold	773	–	–	﹤0.01%	292
2026 Q1	$17K	Hold	773	–	–	﹤0.01%	283
2025 Q4	$17K	Buy	773 +28	+4%	+$630	﹤0.01%	287
2025 Q3	$17K	Hold	745	–	–	﹤0.01%	294
2025 Q2	$17K	Sell	745 -35	-4%	-$784	﹤0.01%	297
2025 Q1	$17K	Hold	780	–	–	﹤0.01%	293
2024 Q4	$17K	Buy	780 +83	+12%	+$1.85K	﹤0.01%	289
2024 Q3	$16K	Hold	697	–	–	﹤0.01%	305
2024 Q2	$15K	Hold	697	–	–	﹤0.01%	293
2024 Q1	$15K	Buy	697 +97	+16%	+$2.16K	﹤0.01%	304
2023 Q4	$13K	Hold	600	–	–	﹤0.01%	294
2023 Q3	$13K	Buy	600 +100	+20%	+$2.2K	﹤0.01%	296
2023 Q2	$11K	Hold	500	–	–	﹤0.01%	320
2023 Q1	$11K	Buy	+500	New	+$11.2K	﹤0.01%	347

Other funds holding IBTH

HPC

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

First PREMIER Bank held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 773 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

First PREMIER Bank first reported a position in IBTH in Q1 2023 and has held it in 14 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

First PREMIER Bank held 773 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $17K as of Q2 2026.
First PREMIER Bank left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of First PREMIER Bank's portfolio in Q2 2026, its #292 holding.
First PREMIER Bank first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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