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Crews Bank & Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Crews Bank & Trust’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$435K Sell
20,860
-5,130
-20% -$107K 0.06% 162
2026
Q1 		$544K Hold
25,990
– – 0.08% 141
2025
Q4 		$550K Buy
25,990
+8,390
+48% +$178K 0.08% 141
2025
Q3 		$373K Buy
17,600
+1,170
+7% +$24.6K 0.05% 172
2025
Q2 		$346K Buy
16,430
+4,730
+40% +$97.7K 0.05% 173
2025
Q1 		$243K Buy
11,700
+7,200
+160% +$148K 0.04% 200
2024
Q4 		$91.6K Buy
+4,500
New +$93.1K 0.02% 277

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Crews Bank & Trust reduced its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 20% in Q2 2026, selling an estimated $107K and leaving 20,860 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #162.

Crews Bank & Trust first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q4 2025. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Crews Bank & Trust held 20,860 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $435K as of Q2 2026.
  • Crews Bank & Trust sold 5,130 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $107K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Crews Bank & Trust's portfolio in Q2 2026, its #162 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $550K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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