Crews Bank & Trust’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$907K	Hold	35,693	–	–	0.12%	101
2026 Q1	$908K	Sell	35,693 -132	-0.4%	-$3.36K	0.13%	95
2025 Q4	$910K	Sell	35,825 -1,213	-3%	-$30.8K	0.13%	96
2025 Q3	$944K	Buy	37,038 +6,300	+20%	+$160K	0.14%	97
2025 Q2	$779K	Hold	30,738	–	–	0.12%	104
2025 Q1	$777K	Buy	30,738 +1,585	+5%	+$40K	0.13%	103
2024 Q4	$733K	Buy	+29,153	New	+$737K	0.12%	109

Other funds holding IBMP

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 35,693 shares worth $907K. The position accounts for 0.12% of the portfolio, ranked #101.

Crews Bank & Trust first reported a position in IBMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $944K in Q3 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Crews Bank & Trust held 35,693 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $907K as of Q2 2026.
Crews Bank & Trust left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.12% of Crews Bank & Trust's portfolio in Q2 2026, its #101 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $944K in Q3 2025.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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