First PREMIER Bank’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Hold	849	–	–	﹤0.01%	293
2026 Q1	$17K	Hold	849	–	–	﹤0.01%	284
2025 Q4	$17K	Hold	849	–	–	﹤0.01%	288
2025 Q3	$17K	Hold	849	–	–	﹤0.01%	295
2025 Q2	$17K	Sell	849 -53	-6%	-$1.04K	﹤0.01%	298
2025 Q1	$18K	Hold	902	–	–	﹤0.01%	287
2024 Q4	$17K	Buy	902 +275	+44%	+$5.35K	﹤0.01%	290
2024 Q3	$13K	Hold	627	–	–	﹤0.01%	319
2024 Q2	$12K	Hold	627	–	–	﹤0.01%	308
2024 Q1	$12K	Buy	627 +27	+5%	+$525	﹤0.01%	313
2023 Q4	$12K	Hold	600	–	–	﹤0.01%	297
2023 Q3	$11K	Buy	600 +100	+20%	+$1.93K	﹤0.01%	304
2023 Q2	$10K	Buy	+500	New	+$10K	﹤0.01%	329

Other funds holding IBTK

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

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

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