Crew Capital Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Crew Capital Management’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-22,890	Closed	-$518K	–	153
2024 Q3	$518K	Buy	+22,890	New	+$513K	0.41%	76

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Bank of America

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return