Crews Bank & Trust’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$460K	Hold	18,125	–	–	0.06%	157
2026 Q1	$459K	Hold	18,125	–	–	0.07%	154
2025 Q4	$461K	Buy	18,125 +415	+2%	+$10.6K	0.07%	153
2025 Q3	$452K	Hold	17,710	–	–	0.07%	154
2025 Q2	$447K	Hold	17,710	–	–	0.07%	149
2025 Q1	$443K	Hold	17,710	–	–	0.08%	148
2024 Q4	$442K	Buy	+17,710	New	+$446K	0.07%	144

Other funds holding IBMR

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LIA

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

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

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

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

Crews Bank & Trust held its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) position steady in Q2 2026 at 18,125 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #157.

Crews Bank & Trust first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $461K in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Crews Bank & Trust held 18,125 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $460K as of Q2 2026.
Crews Bank & Trust left its iShares iBonds Dec 2029 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.06% of Crews Bank & Trust's portfolio in Q2 2026, its #157 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $461K in Q4 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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