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Crews Bank & Trust’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Crews Bank & Trust’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Hold
5,755
– – 0.02% 264
2026
Q1 		$145K Hold
5,755
– – 0.02% 247
2025
Q4 		$147K Buy
5,755
+2,755
+92% +$70.5K 0.02% 243
2025
Q3 		$76.9K Buy
+3,000
New +$76.1K 0.01% 314

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 5,755 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #264.

Crews Bank & Trust first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $147K in Q4 2025. 127 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Crews Bank & Trust held 5,755 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $145K as of Q2 2026.
  • Crews Bank & Trust left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #264 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $147K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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