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Crew Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Crew Capital Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34,525
Closed -$812K – 150
2024
Q3 		$812K Sell
34,525
-15
-0% -$348 0.65% 59
2024
Q2 		$783K Buy
+34,540
New +$779K 0.63% 54

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crew Capital Management's IBDU Position: Q4 2024 in Review

Crew Capital Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2024, closing a stake of 34,525 shares — an estimated $812K sold.

Crew Capital Management first reported a position in IBDU in Q2 2024 and held it in 2 quarters. The position peaked at $812K in Q3 2024. 256 funds tracked by Wall St. Rank hold IBDU as of Q4 2024.

  • Crew Capital Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Crew Capital Management sold 34,525 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2024, an estimated $812K.
  • Crew Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Crew Capital Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $812K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2024.

Based on Crew Capital Management's 13F filing for Q4 2024, filed 6 Feb 2025.