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 Q3	$1.59M	Buy	33,102 +4,725	+17%	+$230K	0.84%	37
2026 Q2	$1.39M	Buy	28,377 +6,070	+27%	+$299K	0.76%	41
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

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

Crew Capital Management's UTRE Position: Q3 2026 in Review

Crew Capital Management increased its US Treasury 3 Year Note ETF (UTRE) stake by 17% in Q3 2026, buying an estimated $230K and bringing the position to 33,102 shares worth $1.59M. The position accounts for 0.84% of the portfolio, ranked #37.

Crew Capital Management first reported a position in UTRE in Q2 2025 and has held it in 6 quarters since. 2 funds tracked by Wall St. Rank hold UTRE as of Q3 2026.

Crew Capital Management held 33,102 shares of US Treasury 3 Year Note ETF worth $1.59M as of Q3 2026.
Crew Capital Management bought 4,725 US Treasury 3 Year Note ETF shares in Q3 2026, an estimated $230K.
US Treasury 3 Year Note ETF made up 0.84% of Crew Capital Management's portfolio in Q3 2026, its #37 holding.
Crew Capital Management first reported a position in US Treasury 3 Year Note ETF in Q2 2025 and has held it in 6 quarters since.
2 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.