Crews Bank & Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Crews Bank & Trust’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	$4.15M	Sell	179,020 -4,285	-2%	-$99.3K	0.54%	36
2026 Q1	$4.26M	Buy	183,305 +57,755	+46%	+$1.35M	0.62%	32
2025 Q4	$2.94M	Buy	125,550 +18,990	+18%	+$445K	0.42%	36
2025 Q3	$2.5M	Buy	106,560 +11,490	+12%	+$268K	0.37%	43
2025 Q2	$2.22M	Buy	95,070 +23,915	+34%	+$552K	0.35%	45
2025 Q1	$1.65M	Buy	71,155 +15,230	+27%	+$349K	0.28%	61
2024 Q4	$1.28M	Buy	+55,925	New	+$1.29M	0.21%	77

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 Zurich, Switzerland $786B AUM 40.34% 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

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

Crews Bank & Trust reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.3% in Q2 2026, selling an estimated $99.3K and leaving 179,020 shares worth $4.15M. The position accounts for 0.54% of the portfolio, ranked #36.

Crews Bank & Trust first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.26M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Crews Bank & Trust held 179,020 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.15M as of Q2 2026.
Crews Bank & Trust sold 4,285 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $99.3K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.54% of Crews Bank & Trust's portfolio in Q2 2026, its #36 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.26M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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