CBT
IBTL icon

Crews Bank & Trust’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Crews Bank & Trust’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.2K Hold
1,150
– – ﹤0.01% 467
2026
Q1 		$23.5K Hold
1,150
– – ﹤0.01% 454
2025
Q4 		$23.6K Hold
1,150
– – ﹤0.01% 444
2025
Q3 		$23.7K Hold
1,150
– – ﹤0.01% 449
2025
Q2 		$23.6K Hold
1,150
– – ﹤0.01% 441
2025
Q1 		$23.4K Hold
1,150
– – ﹤0.01% 425
2024
Q4 		$22.8K Buy
+1,150
New +$23.2K ﹤0.01% 436

Other funds holding IBTL

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 1,150 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Crews Bank & Trust first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.7K in Q3 2025. 19 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Crews Bank & Trust held 1,150 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $23.2K as of Q2 2026.
  • Crews Bank & Trust left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #467 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $23.7K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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