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Crews Bank & Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Crews Bank & Trust’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 		$5.13M Sell
211,905
-13,800
-6% -$334K 0.67% 30
2026
Q1 		$5.47M Sell
225,705
-1,915
-0.8% -$46.4K 0.79% 23
2025
Q4 		$5.52M Buy
227,620
+4,340
+2% +$105K 0.79% 24
2025
Q3 		$5.43M Buy
223,280
+3,775
+2% +$91.4K 0.79% 24
2025
Q2 		$5.32M Buy
219,505
+15,685
+8% +$379K 0.84% 23
2025
Q1 		$4.93M Buy
203,820
+21,175
+12% +$511K 0.84% 24
2024
Q4 		$4.4M Buy
+182,645
New +$4.4M 0.74% 27

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Crews Bank & Trust's IBDR Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 6.1% in Q2 2026, selling an estimated $334K and leaving 211,905 shares worth $5.13M. The position accounts for 0.67% of the portfolio, ranked #30.

Crews Bank & Trust first reported a position in IBDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.52M in Q4 2025. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Crews Bank & Trust held 211,905 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.13M as of Q2 2026.
  • Crews Bank & Trust sold 13,800 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $334K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.67% of Crews Bank & Trust's portfolio in Q2 2026, its #30 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $5.52M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.