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Crews Bank & Trust’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Crews Bank & Trust’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$175K Hold
8,975
– – 0.02% 239
2026
Q1 		$177K Hold
8,975
– – 0.03% 227
2025
Q4 		$178K Buy
8,975
+6,975
+349% +$139K 0.03% 228
2025
Q3 		$39.8K Buy
2,000
+800
+67% +$15.8K 0.01% 393
2025
Q2 		$23.8K Hold
1,200
– – ﹤0.01% 440
2025
Q1 		$23.6K Hold
1,200
– – ﹤0.01% 422
2024
Q4 		$23K Buy
+1,200
New +$23.4K ﹤0.01% 433

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q2 2026 at 8,975 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #239.

Crews Bank & Trust first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. The position peaked at $178K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Crews Bank & Trust held 8,975 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $175K as of Q2 2026.
  • Crews Bank & Trust left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #239 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $178K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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