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MidFirst Bank’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

MidFirst Bank’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.9K Buy
2,715
+564
+26% +$14.5K 0.01% 368
2026
Q1 		$55.6K Hold
2,151
– – ﹤0.01% 374
2025
Q4 		$56.2K Buy
+2,151
New +$56.4K ﹤0.01% 450

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MidFirst Bank's IBDY Position: Q2 2026 in Review

MidFirst Bank increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 26% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,715 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #368.

MidFirst Bank first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • MidFirst Bank held 2,715 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $69.9K as of Q2 2026.
  • MidFirst Bank bought 564 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $14.5K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of MidFirst Bank's portfolio in Q2 2026, its #368 holding.
  • MidFirst Bank first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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