Creative Financial Designs’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-196	Closed	-$3.87K	–	2297
2026 Q1	$3.87K	Hold	196	–	–	﹤0.01%	1646
2025 Q4	$3.89K	Hold	196	–	–	﹤0.01%	1566
2025 Q3	$3.9K	Hold	196	–	–	﹤0.01%	1584
2025 Q2	$3.89K	Hold	196	–	–	﹤0.01%	1572
2025 Q1	$3.85K	Hold	196	–	–	﹤0.01%	1542
2024 Q4	$3.76K	Hold	196	–	–	﹤0.01%	1482
2024 Q3	$3.93K	Buy	+196	New	+$3.88K	﹤0.01%	1435

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Creative Financial Designs's IBTK Position: Q2 2026 in Review

Creative Financial Designs sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 196 shares — an estimated $3.87K sold.

Creative Financial Designs first reported a position in IBTK in Q3 2024 and held it in 7 quarters. The position peaked at $3.93K in Q3 2024. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Creative Financial Designs reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 196 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $3.87K.
Creative Financial Designs first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2024 and held it in 7 quarters.
Creative Financial Designs's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $3.93K in Q3 2024.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.