Creative Financial Designs’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-152	Closed	-$3.33K	–	2089
2025 Q2	$3.33K	Hold	152	–	–	﹤0.01%	1598
2025 Q1	$3.31K	Hold	152	–	–	﹤0.01%	1577
2024 Q4	$3.24K	Hold	152	–	–	﹤0.01%	1506
2024 Q3	$3.36K	Buy	+152	New	+$3.32K	﹤0.01%	1457

Other funds holding IBTJ

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

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

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

Creative Financial Designs sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2025, closing a stake of 152 shares — an estimated $3.33K sold.

Creative Financial Designs first reported a position in IBTJ in Q3 2024 and held it in 4 quarters. The position peaked at $3.36K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBTJ as of Q3 2025.

Creative Financial Designs reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 152 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2025, an estimated $3.33K.
Creative Financial Designs first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and held it in 4 quarters.
Creative Financial Designs's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $3.36K in Q3 2024.
178 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2025.

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