Creative Financial Designs’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Creative Financial Designs’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	-291	Closed	-$7.06K	–	2086
2025 Q2	$7.06K	Hold	291	–	–	﹤0.01%	1434
2025 Q1	$7.04K	Hold	291	–	–	﹤0.01%	1385
2024 Q4	$7K	Hold	291	–	–	﹤0.01%	1345
2024 Q3	$7.07K	Buy	+291	New	+$7K	﹤0.01%	1292

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 Financial Designs's IBDR Position: Q3 2025 in Review

Creative Financial Designs sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2025, closing a stake of 291 shares — an estimated $7.06K sold.

Creative Financial Designs first reported a position in IBDR in Q3 2024 and held it in 4 quarters. The position peaked at $7.07K in Q3 2024. 404 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

Creative Financial Designs reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 291 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2025, an estimated $7.06K.
Creative Financial Designs first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and held it in 4 quarters.
Creative Financial Designs's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $7.07K in Q3 2024.
404 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.