Creekmur Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$203K	Hold	7,964	–	–	0.03%	199
2025 Q2	$202K	Hold	7,964	–	–	0.04%	225
2025 Q1	$201K	Sell	7,964 -2,790	-26%	-$69.9K	0.04%	202
2024 Q4	$268K	Buy	10,754 +7,964	+285%	+$200K	0.06%	110
2024 Q3	$71.2K	Hold	2,790	–	–	0.02%	184
2024 Q2	$69.1K	Buy	+2,790	New	+$68.8K	0.02%	215

Other funds holding IBDT

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Creekmur Asset Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q3 2025 at 7,964 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #199.

Creekmur Asset Management first reported a position in IBDT in Q2 2024 and has held it in 6 quarters since. The position peaked at $268K in Q4 2024. 382 funds tracked by Wall St. Rank hold IBDT as of Q3 2025.

Creekmur Asset Management held 7,964 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $203K as of Q3 2025.
Creekmur Asset Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #199 holding.
Creekmur Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 6 quarters since.
Creekmur Asset Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $268K in Q4 2024.
382 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2025.

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