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

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

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

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

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

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

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

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

First PREMIER Bank held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 3,590 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #217.

First PREMIER Bank first reported a position in IBTJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $79K in Q4 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

First PREMIER Bank held 3,590 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $78K as of Q2 2026.
First PREMIER Bank left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of First PREMIER Bank's portfolio in Q2 2026, its #217 holding.
First PREMIER Bank first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
First PREMIER Bank's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $79K in Q4 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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