Crew Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,199	Closed	-$206K	–	135
2024 Q2	$206K	Buy	+2,199	New	+$204K	0.16%	109
2023 Q3	–	Sell	-2,358	Closed	-$228K	–	81
2023 Q2	$228K	Buy	2,358 +221	+10%	+$21.7K	0.26%	78
2023 Q1	$212K	Buy	+2,137	New	+$209K	0.3%	83
2022 Q4	–	Sell	-6,436	Closed	-$618K	–	94
2022 Q3	$618K	Buy	6,436 +528	+9%	+$53.6K	0.84%	30
2022 Q2	$604K	Sell	5,908 -196	-3%	-$20.1K	0.76%	33
2022 Q1	$656K	Buy	6,104 +364	+6%	+$40.4K	0.63%	40
2021 Q4	$660K	Sell	5,740 -90	-2%	-$10.3K	0.56%	40
2021 Q3	$672K	Hold	5,830	–	–	0.63%	38
2021 Q2	$673K	Sell	5,830 -660	-10%	-$75.5K	0.63%	38
2021 Q1	$733K	Buy	+6,490	New	+$756K	0.73%	40

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Crew Capital Management's IEF Position: Q3 2024 in Review

Crew Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2024, closing a stake of 2,199 shares — an estimated $206K sold.

Crew Capital Management first reported a position in IEF in Q1 2021 and held it in 10 quarters. The position peaked at $733K in Q1 2021. 939 funds tracked by Wall St. Rank hold IEF as of Q3 2024.

Crew Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Crew Capital Management sold 2,199 iShares 7-10 Year Treasury Bond ETF shares in Q3 2024, an estimated $206K.
Crew Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and held it in 10 quarters.
Crew Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $733K in Q1 2021.
939 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2024.

Based on Crew Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.