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Crews Bank & Trust’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Crews Bank & Trust’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25K Hold
1,100
– – ﹤0.01% 463
2026
Q1 		$25.2K Hold
1,100
– – ﹤0.01% 446
2025
Q4 		$25.4K Buy
+1,100
New +$25.5K ﹤0.01% 437

Other funds holding IBTM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

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

Crews Bank & Trust held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 1,100 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Crews Bank & Trust first reported a position in IBTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.4K in Q4 2025. 12 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Crews Bank & Trust held 1,100 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $25K as of Q2 2026.
  • Crews Bank & Trust left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #463 holding.
  • Crews Bank & Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Crews Bank & Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $25.4K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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