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Creekmur Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Creekmur Asset Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,294
Closed -$70.4K – 877
2024
Q4 		$70.4K Hold
3,294
– – 0.02% 191
2024
Q3 		$73K Hold
3,294
– – 0.02% 179
2024
Q2 		$70K Buy
+3,294
New +$69.6K 0.02% 212

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

Creekmur Asset Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2025, closing a stake of 3,294 shares — an estimated $70.4K sold.

Creekmur Asset Management first reported a position in IBDV in Q2 2024 and held it in 3 quarters. The position peaked at $73K in Q3 2024. 219 funds tracked by Wall St. Rank hold IBDV as of Q1 2025.

  • Creekmur Asset Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 3,294 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2025, an estimated $70.4K.
  • Creekmur Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $73K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2025.

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