Crews Bank & Trust’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351K	Sell	15,340 -850	-5%	-$19.4K	0.05%	180
2026 Q1	$371K	Sell	16,190 -700	-4%	-$16K	0.05%	169
2025 Q4	$386K	Sell	16,890 -1,850	-10%	-$42.4K	0.06%	165
2025 Q3	$430K	Sell	18,740 -1,310	-7%	-$30K	0.06%	157
2025 Q2	$460K	Buy	20,050 +1,625	+9%	+$37.2K	0.07%	145
2025 Q1	$423K	Sell	18,425 -900	-5%	-$20.6K	0.07%	150
2024 Q4	$441K	Buy	+19,325	New	+$441K	0.07%	145

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Crews Bank & Trust reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 5.3% in Q2 2026, selling an estimated $19.4K and leaving 15,340 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #180.

Crews Bank & Trust first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q2 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Crews Bank & Trust held 15,340 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $351K as of Q2 2026.
Crews Bank & Trust sold 850 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $19.4K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.05% of Crews Bank & Trust's portfolio in Q2 2026, its #180 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $460K in Q2 2025.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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