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Crews Bank & Trust’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Crews Bank & Trust’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$768K Sell
29,944
-2,000
-6% -$51.3K 0.1% 116
2026
Q1 		$819K Sell
31,944
-631
-2% -$16.2K 0.12% 106
2025
Q4 		$835K Sell
32,575
-4,706
-13% -$121K 0.12% 101
2025
Q3 		$957K Buy
37,281
+6,300
+20% +$162K 0.14% 93
2025
Q2 		$794K Hold
30,981
– – 0.13% 100
2025
Q1 		$792K Sell
30,981
-1,930
-6% -$49.3K 0.14% 101
2024
Q4 		$838K Buy
+32,911
New +$840K 0.14% 97

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Crews Bank & Trust reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 6.3% in Q2 2026, selling an estimated $51.3K and leaving 29,944 shares worth $768K. The position accounts for 0.1% of the portfolio, ranked #116.

Crews Bank & Trust first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $957K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Crews Bank & Trust held 29,944 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $768K as of Q2 2026.
  • Crews Bank & Trust sold 2,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $51.3K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.1% of Crews Bank & Trust's portfolio in Q2 2026, its #116 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $957K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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