Crews Bank & Trust’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Crews Bank & Trust’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	$5.05M	Sell	200,155 -1,820	-0.9%	-$46K	0.66%	31
2026 Q1	$5.12M	Buy	201,975 +15,870	+9%	+$404K	0.74%	26
2025 Q4	$4.74M	Buy	186,105 +16,520	+10%	+$421K	0.68%	28
2025 Q3	$4.33M	Buy	169,585 +11,685	+7%	+$297K	0.63%	30
2025 Q2	$4.01M	Buy	157,900 +17,045	+12%	+$430K	0.63%	30
2025 Q1	$3.56M	Buy	140,855 +21,800	+18%	+$546K	0.61%	31
2024 Q4	$2.96M	Buy	+119,055	New	+$2.99M	0.5%	35

Other funds holding IBDT

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Crews Bank & Trust reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.9% in Q2 2026, selling an estimated $46K and leaving 200,155 shares worth $5.05M. The position accounts for 0.66% of the portfolio, ranked #31.

Crews Bank & Trust first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.12M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Crews Bank & Trust held 200,155 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.05M as of Q2 2026.
Crews Bank & Trust sold 1,820 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $46K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.66% of Crews Bank & Trust's portfolio in Q2 2026, its #31 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5.12M in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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