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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

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Crew Capital Management sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q4 2024, closing a stake of 22,890 shares — an estimated $518K sold.

Crew Capital Management first reported a position in IBTH in Q3 2024 and held it in 1 quarter. The position peaked at $518K in Q3 2024. 226 funds tracked by Wall St. Rank hold IBTH as of Q4 2024.

  • Crew Capital Management reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Crew Capital Management sold 22,890 iShares iBonds Dec 2027 Term Treasury ETF shares in Q4 2024, an estimated $518K.
  • Crew Capital Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Crew Capital Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $518K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2024.

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