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Crews Bank & Trust’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Crews Bank & Trust’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Hold
15,775
– – 0.05% 182
2026
Q1 		$352K Buy
15,775
+675
+4% +$15.1K 0.05% 172
2025
Q4 		$338K Sell
15,100
-1,375
-8% -$30.8K 0.05% 173
2025
Q3 		$369K Buy
16,475
+1,750
+12% +$39.1K 0.05% 173
2025
Q2 		$329K Buy
14,725
+450
+3% +$10K 0.05% 177
2025
Q1 		$318K Buy
14,275
+1,070
+8% +$23.6K 0.05% 180
2024
Q4 		$289K Buy
+13,205
New +$291K 0.05% 185

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 15,775 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #182.

Crews Bank & Trust first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q3 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Crews Bank & Trust held 15,775 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $349K as of Q2 2026.
  • Crews Bank & Trust left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Crews Bank & Trust's portfolio in Q2 2026, its #182 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $369K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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