CBT
IBMT

Crews Bank & Trust’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Crews Bank & Trust’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Hold
4,250
– – 0.01% 287
2026
Q1 		$109K Hold
4,250
– – 0.02% 277
2025
Q4 		$110K Hold
4,250
– – 0.02% 272
2025
Q3 		$110K Buy
+4,250
New +$109K 0.02% 272

Other funds holding IBMT

PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) position steady in Q2 2026 at 4,250 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #287.

Crews Bank & Trust first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $110K in Q4 2025. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Crews Bank & Trust held 4,250 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $110K as of Q2 2026.
  • Crews Bank & Trust left its iShares iBonds Dec 2031 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #287 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $110K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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