Creekmur Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Creekmur Asset Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$43.8K	Hold	1,738	–	–	0.01%	350
2025 Q2	$43.8K	Hold	1,738	–	–	0.01%	357
2025 Q1	$43.7K	Hold	1,738	–	–	0.01%	329
2024 Q4	$43.5K	Hold	1,738	–	–	0.01%	254
2024 Q3	$43.6K	Hold	1,738	–	–	0.01%	259
2024 Q2	$43.2K	Hold	1,738	–	–	0.01%	278
2024 Q1	$43.1K	Sell	1,738 -753	-30%	-$18.6K	0.01%	269
2023 Q4	$61.7K	Buy	+2,491	New	+$61K	0.02%	270

Other funds holding IBDQ

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

HPC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Creekmur Asset Management's IBDQ Position: Q3 2025 in Review

Creekmur Asset Management held its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) position steady in Q3 2025 at 1,738 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #350.

Creekmur Asset Management first reported a position in IBDQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $61.7K in Q4 2023. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Creekmur Asset Management held 1,738 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $43.8K as of Q3 2025.
Creekmur Asset Management left its iShares iBonds Dec 2025 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #350 holding.
Creekmur Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $61.7K in Q4 2023.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.