First Western Trust Bank’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.69M Buy
65,429
+46,286
+242% +$1.19M 0.08% 70
2026
Q1
$487K Buy
+19,143
New +$494K 0.02% 128

Other funds holding IBHK

First Western Trust Bank's IBHK Position: Q2 2026 in Review

First Western Trust Bank increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 242% in Q2 2026, buying an estimated $1.19M and bringing the position to 65,429 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #70.

First Western Trust Bank first reported a position in IBHK in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • First Western Trust Bank held 65,429 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $1.69M as of Q2 2026.
  • First Western Trust Bank bought 46,286 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.19M.
  • iShares iBonds 2031 Term High Yield and Income ETF made up 0.08% of First Western Trust Bank's portfolio in Q2 2026, its #70 holding.
  • First Western Trust Bank first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.