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 Q3	$16K	Hold	849	–	–	﹤0.01%	303
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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

First PREMIER Bank's IBTK Position: Q3 2026 in Review

First PREMIER Bank held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q3 2026 at 849 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

First PREMIER Bank first reported a position in IBTK in Q2 2023 and has held it in 14 quarters since. The position peaked at $18K in Q1 2025. 23 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

First PREMIER Bank held 849 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $16K as of Q3 2026.
First PREMIER Bank left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of First PREMIER Bank's portfolio in Q3 2026, its #303 holding.
First PREMIER Bank first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2023 and has held it in 14 quarters since.
First PREMIER Bank's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $18K in Q1 2025.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on First PREMIER Bank's 13F filing for Q3 2026, filed 13 Oct 2026.