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Crews Bank & Trust’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Crews Bank & Trust’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Hold
15,340
– – 0.04% 183
2026
Q1 		$344K Hold
15,340
– – 0.05% 175
2025
Q4 		$345K Sell
15,340
-1,285
-8% -$28.9K 0.05% 171
2025
Q3 		$374K Sell
16,625
-1,335
-7% -$30K 0.05% 171
2025
Q2 		$404K Buy
17,960
+1,135
+7% +$25.4K 0.06% 163
2025
Q1 		$377K Sell
16,825
-800
-5% -$17.8K 0.06% 157
2024
Q4 		$391K Buy
+17,625
New +$393K 0.07% 155

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 15,340 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #183.

Crews Bank & Trust first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q2 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Crews Bank & Trust held 15,340 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $343K as of Q2 2026.
  • Crews Bank & Trust left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #183 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $404K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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