MidFirst Bank’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

MidFirst Bank’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	54,655 -860	-2%	-$20.8K	0.09%	157
2026 Q1	$1.35M	Buy	55,515 +1,700	+3%	+$41.3K	0.11%	145
2025 Q4	$1.31M	Buy	+53,815	New	+$1.31M	0.1%	147

Other funds holding IBDS

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

MidFirst Bank's IBDS Position: Q2 2026 in Review

MidFirst Bank reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.5% in Q2 2026, selling an estimated $20.8K and leaving 54,655 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #157.

MidFirst Bank first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q1 2026. 366 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

MidFirst Bank held 54,655 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.32M as of Q2 2026.
MidFirst Bank sold 860 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $20.8K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.09% of MidFirst Bank's portfolio in Q2 2026, its #157 holding.
MidFirst Bank first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
MidFirst Bank's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.35M in Q1 2026.
366 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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