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Creekmur Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Creekmur Asset Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,088
Closed -$70.4K – 878
2024
Q4 		$70.4K Hold
3,088
– – 0.02% 190
2024
Q3 		$72.6K Hold
3,088
– – 0.02% 181
2024
Q2 		$70K Buy
+3,088
New +$69.7K 0.02% 213

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CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creekmur Asset Management's IBDU Position: Q1 2025 in Review

Creekmur Asset Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2025, closing a stake of 3,088 shares — an estimated $70.4K sold.

Creekmur Asset Management first reported a position in IBDU in Q2 2024 and held it in 3 quarters. The position peaked at $72.6K in Q3 2024. 280 funds tracked by Wall St. Rank hold IBDU as of Q1 2025.

  • Creekmur Asset Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 3,088 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2025, an estimated $70.4K.
  • Creekmur Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $72.6K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.