Creative Financial Designs’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Creative Financial Designs’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-189	Closed	-$4.23K	–	2115
2025 Q3	$4.23K	Hold	189	–	–	﹤0.01%	1565
2025 Q2	$4.23K	Hold	189	–	–	﹤0.01%	1554
2025 Q1	$4.21K	Hold	189	–	–	﹤0.01%	1520
2024 Q4	$4.14K	Hold	189	–	–	﹤0.01%	1467
2024 Q3	$4.25K	Buy	+189	New	+$4.21K	﹤0.01%	1417

Other funds holding IBTI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Creative Financial Designs sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 189 shares — an estimated $4.23K sold.

Creative Financial Designs first reported a position in IBTI in Q3 2024 and held it in 5 quarters. The position peaked at $4.25K in Q3 2024. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

Creative Financial Designs reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 189 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $4.23K.
Creative Financial Designs first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Creative Financial Designs's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $4.25K in Q3 2024.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

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