Creative Capital Management Investments’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Creative Capital Management Investments’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-268	Closed	-$6.5K	–	299
2025 Q2	$6.5K	Buy	+268	New	+$6.47K	﹤0.01%	236

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Capital Management Investments's IBDR Position: Q3 2025 in Review

Creative Capital Management Investments sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 268 shares — an estimated $6.5K sold.

Creative Capital Management Investments first reported a position in IBDR in Q2 2025 and held it in 1 quarter. The position peaked at $6.5K in Q2 2025. 404 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

Creative Capital Management Investments reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Creative Capital Management Investments sold 268 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $6.5K.
Creative Capital Management Investments first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
Creative Capital Management Investments's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $6.5K in Q2 2025.
404 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Creative Capital Management Investments's 13F filing for Q3 2025, filed 23 Oct 2025.