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Creative Financial Designs’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Creative Financial Designs’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-249
Closed -$5.28K – 2113
2025
Q3 		$5.28K Hold
249
– – ﹤0.01% 1520
2025
Q2 		$5.24K Hold
249
– – ﹤0.01% 1513
2025
Q1 		$5.17K Hold
249
– – ﹤0.01% 1483
2024
Q4 		$5.07K Hold
249
– – ﹤0.01% 1423
2024
Q3 		$5.28K Buy
+249
New +$5.19K ﹤0.01% 1363

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Creative Financial Designs's IBDW Position: Q4 2025 in Review

Creative Financial Designs sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2025, closing a stake of 249 shares — an estimated $5.28K sold.

Creative Financial Designs first reported a position in IBDW in Q3 2024 and held it in 5 quarters. The position peaked at $5.28K in Q3 2025. 259 funds tracked by Wall St. Rank hold IBDW as of Q4 2025.

  • Creative Financial Designs reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 249 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2025, an estimated $5.28K.
  • Creative Financial Designs first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
  • Creative Financial Designs's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $5.28K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.