First PREMIER Bank’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16K	Hold	837	–	–	﹤0.01%	304
2026 Q2	$17K	Hold	837	–	–	﹤0.01%	294
2026 Q1	$17K	Hold	837	–	–	﹤0.01%	285
2025 Q4	$17K	Buy	837 +155	+23%	+$3.19K	﹤0.01%	289
2025 Q3	$14K	Hold	682	–	–	﹤0.01%	313
2025 Q2	$14K	Hold	682	–	–	﹤0.01%	311
2025 Q1	$14K	Buy	682 +638	+1,450%	+$12.7K	﹤0.01%	306
2024 Q4	$1K	Sell	44 -27	-38%	-$544	﹤0.01%	385
2024 Q3	$1K	Buy	71 +50	+238%	+$1.03K	﹤0.01%	402
2024 Q2	$0	Buy	+21	New	+$416	﹤0.01%	443

Other funds holding IBTL

CIM

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

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

TAM

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

HWA

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

LPT

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

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

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

First PREMIER Bank held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q3 2026 at 837 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

First PREMIER Bank first reported a position in IBTL in Q2 2024 and has held it in 10 quarters since. The position peaked at $17K in Q2 2026. 16 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

First PREMIER Bank held 837 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $16K as of Q3 2026.
First PREMIER Bank left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of First PREMIER Bank's portfolio in Q3 2026, its #304 holding.
First PREMIER Bank first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and has held it in 10 quarters since.
First PREMIER Bank's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $17K in Q2 2026.
16 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

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