First PREMIER Bank’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68K	Hold	3,076	–	–	0.01%	220
2026 Q1	$69K	Hold	3,076	–	–	0.02%	211
2025 Q4	$69K	Buy	3,076 +26	+0.9%	+$582	0.02%	210
2025 Q3	$68K	Hold	3,050	–	–	0.02%	213
2025 Q2	$68K	Sell	3,050 -41	-1%	-$911	0.02%	212
2025 Q1	$69K	Hold	3,091	–	–	0.02%	211
2024 Q4	$68K	Buy	3,091 +94	+3%	+$2.07K	0.02%	210
2024 Q3	$67K	Hold	2,997	–	–	0.02%	216
2024 Q2	$65K	Hold	2,997	–	–	0.02%	200
2024 Q1	$66K	Buy	2,997 +97	+3%	+$2.13K	0.02%	203
2023 Q4	$64K	Hold	2,900	–	–	0.02%	205
2023 Q3	$63K	Buy	2,900 +2,400	+480%	+$52.3K	0.02%	205
2023 Q2	$11K	Buy	+500	New	+$11.2K	﹤0.01%	321

Other funds holding IBTI

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

HPC

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

CCWA

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

First PREMIER Bank held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 3,076 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #220.

First PREMIER Bank first reported a position in IBTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $69K in Q1 2026. 42 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

First PREMIER Bank held 3,076 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $68K as of Q2 2026.
First PREMIER Bank left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.01% of First PREMIER Bank's portfolio in Q2 2026, its #220 holding.
First PREMIER Bank first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
First PREMIER Bank's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $69K in Q1 2026.
42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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