CCM
IBTF

Crew Capital Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Crew Capital Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42,374
Closed -$992K – 151
2024
Q3 		$992K Sell
42,374
-7,043
-14% -$164K 0.79% 40
2024
Q2 		$1.15M Sell
49,417
-12,317
-20% -$285K 0.92% 20
2024
Q1 		$1.43M Buy
61,734
+25,172
+69% +$585K 1.16% 20
2023
Q4 		$851K Buy
36,562
+1,693
+5% +$39.1K 0.87% 29
2023
Q3 		$805K Buy
+34,869
New +$805K 0.87% 31

Other funds holding IBTF

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

Crew Capital Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2024, closing a stake of 42,374 shares — an estimated $992K sold.

Crew Capital Management first reported a position in IBTF in Q3 2023 and held it in 5 quarters. The position peaked at $1.43M in Q1 2024. 300 funds tracked by Wall St. Rank hold IBTF as of Q4 2024.

  • Crew Capital Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Crew Capital Management sold 42,374 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2024, an estimated $992K.
  • Crew Capital Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Crew Capital Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.43M in Q1 2024.
  • 300 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2024.

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