Creekmur Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$537K	Hold	22,097	–	–	0.09%	117
2025 Q2	$536K	Hold	22,097	–	–	0.09%	127
2025 Q1	$535K	Sell	22,097 -2,886	-12%	-$69.6K	0.11%	110
2024 Q4	$601K	Hold	24,983	–	–	0.14%	63
2024 Q3	$607K	Hold	24,983	–	–	0.14%	64
2024 Q2	$595K	Buy	24,983 +2,886	+13%	+$68.5K	0.15%	65
2024 Q1	$527K	Hold	22,097	–	–	0.18%	64
2023 Q4	$528K	Buy	+22,097	New	+$519K	0.16%	75

Other funds holding IBDR

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Creekmur Asset Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2025 at 22,097 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #117.

Creekmur Asset Management first reported a position in IBDR in Q4 2023 and has held it in 8 quarters since. The position peaked at $607K in Q3 2024. 404 funds tracked by Wall St. Rank hold IBDR as of Q3 2025.

Creekmur Asset Management held 22,097 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $537K as of Q3 2025.
Creekmur Asset Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of Creekmur Asset Management's portfolio in Q3 2025, its #117 holding.
Creekmur Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $607K in Q3 2024.
404 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2025.

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