Crews Bank & Trust’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Crews Bank & Trust’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Sell	75,205 -5,310	-7%	-$116K	0.21%	66
2026 Q1	$1.76M	Buy	80,515 +4,055	+5%	+$89.4K	0.26%	63
2025 Q4	$1.69M	Buy	76,460 +25,745	+51%	+$569K	0.24%	64
2025 Q3	$1.12M	Buy	50,715 +8,670	+21%	+$191K	0.16%	85
2025 Q2	$924K	Buy	42,045 +8,650	+26%	+$187K	0.15%	96
2025 Q1	$725K	Buy	33,395 +12,775	+62%	+$275K	0.12%	110
2024 Q4	$440K	Buy	+20,620	New	+$446K	0.07%	146

Other funds holding IBDV

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

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

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

CIA

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Crews Bank & Trust reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.6% in Q2 2026, selling an estimated $116K and leaving 75,205 shares worth $1.64M. The position accounts for 0.21% of the portfolio, ranked #66.

Crews Bank & Trust first reported a position in IBDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2026. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Crews Bank & Trust held 75,205 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.64M as of Q2 2026.
Crews Bank & Trust sold 5,310 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $116K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.21% of Crews Bank & Trust's portfolio in Q2 2026, its #66 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.76M in Q1 2026.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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