CBT
IBMS

Crews Bank & Trust’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Crews Bank & Trust’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Hold
11,300
– – 0.04% 194
2026
Q1 		$292K Hold
11,300
– – 0.04% 189
2025
Q4 		$294K Sell
11,300
-1,560
-12% -$40.6K 0.04% 183
2025
Q3 		$335K Hold
12,860
– – 0.05% 179
2025
Q2 		$330K Buy
12,860
+4,300
+50% +$109K 0.05% 176
2025
Q1 		$217K Buy
+8,560
New +$218K 0.04% 209

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) position steady in Q2 2026 at 11,300 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #194.

Crews Bank & Trust first reported a position in IBMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $335K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Crews Bank & Trust held 11,300 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $292K as of Q2 2026.
  • Crews Bank & Trust left its iShares iBonds Dec 2030 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #194 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $335K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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