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MidFirst Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

MidFirst Bank’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$459K Sell
19,827
-691
-3% -$16K 0.03% 219
2026
Q1 		$477K Buy
20,518
+4,650
+29% +$109K 0.04% 209
2025
Q4 		$371K Buy
+15,868
New +$372K 0.03% 244

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MidFirst Bank's IBDU Position: Q2 2026 in Review

MidFirst Bank reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.4% in Q2 2026, selling an estimated $16K and leaving 19,827 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #219.

MidFirst Bank first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $477K in Q1 2026. 342 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • MidFirst Bank held 19,827 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $459K as of Q2 2026.
  • MidFirst Bank sold 691 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $16K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of MidFirst Bank's portfolio in Q2 2026, its #219 holding.
  • MidFirst Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • MidFirst Bank's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $477K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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