IBDX β€” ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  5 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows IBDX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in ISHARES IBONDS DEC 2032 TERM CORPORATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBDX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held IBDX β€” position size vs. price
% of Fund (quarterly)    IBDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 206 β€” 0% 0.00% $5K 2025-11-12 $25.08
2025 Q2 UNCHANGED 206 β€” 0% 0.00% $5K 2025-08-04 $24.59
2025 Q1 UNCHANGED 206 β€” 0% 0.00% $5K 2025-04-23 $23.44
2024 Q4 UNCHANGED 206 β€” 0% 0.00% $5K 2025-02-10 $23.32
2024 Q3 INITIATED 206 β€” β€” 0.00% $5K 2024-10-28 $23.26

🏒 Other funds also holding IBDX

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 1.63% ADIRONDACK TRUST CO 3Y 7Y 1.1% BEACON FINANCIAL GROUP 3Y 7Y 0.13%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and IBDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning IBDX?

CREATIVE FINANCIAL DESIGNS INC /ADV reported IBDX across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IBDX position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for IBDX was 0.00% in 2024 Q3.

What is the latest reported IBDX position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 206 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this IBDX ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly IBDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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