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Creative Financial Designs’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Creative Financial Designs’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-80
Closed -$1.94K – 2087
2025
Q2 		$1.94K Hold
80
– – ﹤0.01% 1687
2025
Q1 		$1.93K Hold
80
– – ﹤0.01% 1675
2024
Q4 		$1.92K Hold
80
– – ﹤0.01% 1602
2024
Q3 		$1.95K Buy
+80
New +$1.93K ﹤0.01% 1532

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Creative Financial Designs's IBDS Position: Q3 2025 in Review

Creative Financial Designs sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2025, closing a stake of 80 shares — an estimated $1.94K sold.

Creative Financial Designs first reported a position in IBDS in Q3 2024 and held it in 4 quarters. The position peaked at $1.95K in Q3 2024. 380 funds tracked by Wall St. Rank hold IBDS as of Q3 2025.

  • Creative Financial Designs reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 80 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2025, an estimated $1.94K.
  • Creative Financial Designs first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and held it in 4 quarters.
  • Creative Financial Designs's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.95K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2025.

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