Crew Capital Management’s US Treasury 3 Year Note ETF UTRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Buy	22,307 +482	+2%	+$24K	0.73%	41
2025 Q4	$1.09M	Buy	21,825 +3,137	+17%	+$157K	0.68%	42
2025 Q3	$931K	Buy	18,688 +1,313	+8%	+$65.3K	0.62%	52
2025 Q2	$865K	Buy	+17,375	New	+$860K	0.62%	54

Other funds holding UTRE

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

PWA

Perspective Wealth Advisors Loveland, Colorado $154M AUM

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Crew Capital Management's UTRE Position: Q1 2026 in Review

Crew Capital Management increased its US Treasury 3 Year Note ETF (UTRE) stake by 2.2% in Q1 2026, buying an estimated $24K and bringing the position to 22,307 shares worth $1.1M. The position accounts for 0.73% of the portfolio, ranked #41.

Crew Capital Management first reported a position in UTRE in Q2 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold UTRE as of Q1 2026.

Crew Capital Management held 22,307 shares of US Treasury 3 Year Note ETF worth $1.1M as of Q1 2026.
Crew Capital Management bought 482 US Treasury 3 Year Note ETF shares in Q1 2026, an estimated $24K.
US Treasury 3 Year Note ETF made up 0.73% of Crew Capital Management's portfolio in Q1 2026, its #41 holding.
Crew Capital Management first reported a position in US Treasury 3 Year Note ETF in Q2 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q1 2026.

Based on Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.