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MidFirst Bank’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

MidFirst Bank’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$972K Sell
38,477
-62
-0.2% -$1.57K 0.07% 169
2026
Q1 		$976K Buy
38,539
+2,400
+7% +$61K 0.08% 162
2025
Q4 		$920K Buy
+36,139
New +$921K 0.07% 169

Other funds holding IBDT

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

MidFirst Bank's IBDT Position: Q2 2026 in Review

MidFirst Bank reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.16% in Q2 2026, selling an estimated $1.57K and leaving 38,477 shares worth $972K. The position accounts for 0.07% of the portfolio, ranked #169.

MidFirst Bank first reported a position in IBDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $976K in Q1 2026. 387 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • MidFirst Bank held 38,477 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $972K as of Q2 2026.
  • MidFirst Bank sold 62 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.57K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.07% of MidFirst Bank's portfolio in Q2 2026, its #169 holding.
  • MidFirst Bank first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • MidFirst Bank's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $976K in Q1 2026.
  • 387 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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