Creative Planning
IBDP

Creative Planning’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Creative Planning’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-125,734
Closed -$3.17M – 3694
2024
Q3 		$3.17M Sell
125,734
-417,730
-77% -$10.5M ﹤0.01% 834
2024
Q2 		$13.7M Sell
543,464
-1,629
-0.3% -$40.8K 0.01% 337
2024
Q1 		$13.7M Buy
545,093
+93,748
+21% +$2.34M 0.02% 330
2023
Q4 		$11.2M Buy
451,345
+57,590
+15% +$1.43M 0.02% 355
2023
Q3 		$9.74M Buy
393,755
+50,255
+15% +$1.24M 0.01% 358
2023
Q2 		$8.46M Buy
343,500
+82,055
+31% +$2.02M 0.01% 385
2023
Q1 		$6.43M Buy
261,445
+133,332
+104% +$3.27M 0.01% 439
2022
Q4 		$3.13M Buy
128,113
+31,903
+33% +$777K ﹤0.01% 602
2022
Q3 		$2.34M Buy
96,210
+46,121
+92% +$1.14M ﹤0.01% 646
2022
Q2 		$1.24M Buy
+50,089
New +$1.25M ﹤0.01% 881

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's IBDP Position: Q4 2024 in Review

Creative Planning sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 125,734 shares — an estimated $3.17M sold.

Creative Planning first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $13.7M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Creative Planning reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 125,734 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.17M.
  • Creative Planning first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Creative Planning's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $13.7M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.