Creative Financial Designs’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-202	Closed	-$4.67K	–	2116
2025 Q3	$4.67K	Hold	202	–	–	﹤0.01%	1548
2025 Q2	$4.65K	Hold	202	–	–	﹤0.01%	1543
2025 Q1	$4.62K	Hold	202	–	–	﹤0.01%	1506
2024 Q4	$4.48K	Hold	202	–	–	﹤0.01%	1445
2024 Q3	$4.74K	Buy	+202	New	+$4.67K	﹤0.01%	1391

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DADC

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Creative Financial Designs sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q4 2025, closing a stake of 202 shares — an estimated $4.67K sold.

Creative Financial Designs first reported a position in IBTM in Q3 2024 and held it in 5 quarters. The position peaked at $4.74K in Q3 2024. 98 funds tracked by Wall St. Rank hold IBTM as of Q4 2025.

Creative Financial Designs reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 202 iShares iBonds Dec 2032 Term Treasury ETF shares in Q4 2025, an estimated $4.67K.
Creative Financial Designs first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Creative Financial Designs's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $4.74K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q4 2025.

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