Creative Planning
IBDQ

Creative Planning’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Creative Planning’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-155,364
Closed -$3.91M – 3996
2025
Q3 		$3.91M Sell
155,364
-282,263
-64% -$7.1M ﹤0.01% 1023
2025
Q2 		$11M Sell
437,627
-167,485
-28% -$4.21M 0.01% 491
2025
Q1 		$15.2M Sell
605,112
-54,511
-8% -$1.37M 0.01% 377
2024
Q4 		$16.5M Buy
659,623
+43,933
+7% +$1.1M 0.02% 331
2024
Q3 		$15.5M Buy
615,690
+38,537
+7% +$962K 0.02% 330
2024
Q2 		$14.3M Buy
577,153
+53,268
+10% +$1.32M 0.02% 328
2024
Q1 		$13M Buy
523,885
+122,296
+30% +$3.03M 0.01% 347
2023
Q4 		$9.94M Buy
401,589
+81,104
+25% +$1.99M 0.02% 377
2023
Q3 		$7.81M Buy
320,485
+32,916
+11% +$803K 0.01% 414
2023
Q2 		$7.01M Buy
287,569
+55,903
+24% +$1.37M 0.01% 427
2023
Q1 		$5.68M Buy
231,666
+86,363
+59% +$2.11M 0.01% 473
2022
Q4 		$3.53M Buy
145,303
+21,940
+18% +$531K 0.01% 573
2022
Q3 		$2.98M Buy
123,363
+63,029
+104% +$1.56M 0.01% 567
2022
Q2 		$1.49M Buy
60,334
+48,038
+391% +$1.2M ﹤0.01% 808
2022
Q1 		$310K Sell
12,296
-1,083
-8% -$27.9K ﹤0.01% 1621
2021
Q4 		$353K Sell
13,379
-460
-3% -$12.2K ﹤0.01% 1514
2021
Q3 		$371K Buy
13,839
+3
+0% +$81 ﹤0.01% 1467
2021
Q2 		$373K Buy
+13,836
New +$373K ﹤0.01% 1439

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's IBDQ Position: Q4 2025 in Review

Creative Planning sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 155,364 shares — an estimated $3.91M sold.

Creative Planning first reported a position in IBDQ in Q2 2021 and held it in 18 quarters. The position peaked at $16.5M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Creative Planning reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 155,364 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.91M.
  • Creative Planning first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2021 and held it in 18 quarters.
  • Creative Planning's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $16.5M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.