Crews Bank & Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Crews Bank & Trust’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	$5.48M	Buy	226,390 +3,865	+2%	+$93.5K	0.72%	26
2026 Q1	$5.39M	Buy	222,525 +9,685	+5%	+$235K	0.78%	24
2025 Q4	$5.17M	Buy	212,840 +15,650	+8%	+$380K	0.74%	25
2025 Q3	$4.8M	Buy	197,190 +14,105	+8%	+$342K	0.7%	27
2025 Q2	$4.44M	Buy	183,085 +9,240	+5%	+$223K	0.7%	29
2025 Q1	$4.2M	Buy	173,845 +8,575	+5%	+$206K	0.72%	27
2024 Q4	$3.96M	Buy	+165,270	New	+$3.98M	0.67%	29

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Crews Bank & Trust increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.7% in Q2 2026, buying an estimated $93.5K and bringing the position to 226,390 shares worth $5.48M. The position accounts for 0.72% of the portfolio, ranked #26.

Crews Bank & Trust first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Crews Bank & Trust held 226,390 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.48M as of Q2 2026.
Crews Bank & Trust bought 3,865 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $93.5K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.72% of Crews Bank & Trust's portfolio in Q2 2026, its #26 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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