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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 301 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.
301 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.