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Creekmur Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Creekmur Asset Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$25.2K Hold
1,036
– – ﹤0.01% 411
2025
Q2 		$25.1K Buy
1,036
+331
+47% +$7.99K ﹤0.01% 414
2025
Q1 		$17K Buy
+705
New +$17K ﹤0.01% 420

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Creekmur Asset Management held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q3 2025 at 1,036 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Creekmur Asset Management first reported a position in IBDS in Q1 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold IBDS as of Q3 2025.

  • Creekmur Asset Management held 1,036 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $25.2K as of Q3 2025.
  • Creekmur Asset Management left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #411 holding.
  • Creekmur Asset Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2025 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2025.

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