Crews Bank & Trust’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$962K	Hold	37,621	–	–	0.13%	96
2026 Q1	$960K	Sell	37,621 -134	-0.4%	-$3.44K	0.14%	90
2025 Q4	$966K	Sell	37,755 -27	-0.1%	-$690	0.14%	93
2025 Q3	$969K	Buy	37,782 +6,300	+20%	+$161K	0.14%	92
2025 Q2	$800K	Hold	31,482	–	–	0.13%	99
2025 Q1	$796K	Buy	31,482 +1,585	+5%	+$40K	0.14%	100
2024 Q4	$753K	Buy	+29,897	New	+$758K	0.13%	105

Other funds holding IBMQ

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 37,621 shares worth $962K. The position accounts for 0.13% of the portfolio, ranked #96.

Crews Bank & Trust first reported a position in IBMQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $969K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Crews Bank & Trust held 37,621 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $962K as of Q2 2026.
Crews Bank & Trust left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.13% of Crews Bank & Trust's portfolio in Q2 2026, its #96 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $969K in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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