CFD
IBDQ

Creative Financial Designs’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Creative Financial Designs’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-852
Closed -$21.4K – 2089
2025
Q1 		$21.4K Buy
852
+6
+0.7% +$151 ﹤0.01% 1069
2024
Q4 		$21.2K Buy
846
+11
+1% +$276 ﹤0.01% 1032
2024
Q3 		$21K Buy
+835
New +$20.8K ﹤0.01% 1017

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Creative Financial Designs's IBDQ Position: Q2 2025 in Review

Creative Financial Designs sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 852 shares — an estimated $21.4K sold.

Creative Financial Designs first reported a position in IBDQ in Q3 2024 and held it in 3 quarters. The position peaked at $21.4K in Q1 2025. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

  • Creative Financial Designs reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 852 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $21.4K.
  • Creative Financial Designs first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 3 quarters.
  • Creative Financial Designs's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $21.4K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.