First PREMIER Bank’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78K	Hold	3,590	–	–	0.01%	217
2026 Q1	$78K	Hold	3,590	–	–	0.02%	206
2025 Q4	$79K	Buy	3,590 +24	+0.7%	+$527	0.02%	204
2025 Q3	$78K	Hold	3,566	–	–	0.02%	207
2025 Q2	$78K	Sell	3,566 -46	-1%	-$1K	0.02%	206
2025 Q1	$79K	Hold	3,612	–	–	0.02%	203
2024 Q4	$77K	Buy	3,612 +130	+4%	+$2.8K	0.02%	202
2024 Q3	$77K	Hold	3,482	–	–	0.02%	208
2024 Q2	$74K	Hold	3,482	–	–	0.02%	193
2024 Q1	$75K	Buy	3,482 +82	+2%	+$1.77K	0.02%	197
2023 Q4	$74K	Hold	3,400	–	–	0.02%	200
2023 Q3	$72K	Buy	3,400 +2,900	+580%	+$61.9K	0.02%	200
2023 Q2	$11K	Buy	+500	New	+$11K	﹤0.01%	322

Other funds holding IBTJ

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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 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

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

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

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

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