Crews Bank & Trust’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Hold	13,590	–	–	0.04%	193
2026 Q1	$297K	Hold	13,590	–	–	0.04%	187
2025 Q4	$298K	Sell	13,590 -2,400	-15%	-$52.7K	0.04%	182
2025 Q3	$351K	Buy	15,990 +1,830	+13%	+$40K	0.05%	175
2025 Q2	$310K	Buy	14,160 +460	+3%	+$10K	0.05%	185
2025 Q1	$298K	Sell	13,700 -950	-6%	-$20.4K	0.05%	183
2024 Q4	$312K	Buy	+14,650	New	+$316K	0.05%	178

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 13,590 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #193.

Crews Bank & Trust first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q3 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Crews Bank & Trust held 13,590 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $294K as of Q2 2026.
Crews Bank & Trust left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #193 holding.
Crews Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $351K in Q3 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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