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MidFirst Bank’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

MidFirst Bank’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Sell
68,669
-2,481
-3% -$60.1K 0.12% 138
2026
Q1 		$1.72M Buy
71,150
+620
+0.9% +$15K 0.14% 129
2025
Q4 		$1.71M Buy
+70,530
New +$1.71M 0.14% 128

Other funds holding IBDR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

MidFirst Bank's IBDR Position: Q2 2026 in Review

MidFirst Bank reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.5% in Q2 2026, selling an estimated $60.1K and leaving 68,669 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #138.

MidFirst Bank first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q1 2026. 366 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • MidFirst Bank held 68,669 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.66M as of Q2 2026.
  • MidFirst Bank sold 2,481 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $60.1K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.12% of MidFirst Bank's portfolio in Q2 2026, its #138 holding.
  • MidFirst Bank first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • MidFirst Bank's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.72M in Q1 2026.
  • 366 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.