Creative Planning
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Creative Planning’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Creative Planning’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.08M Buy
209,513
+4,154
+2% +$101K ﹤0.01% 1187
2025
Q4 		$4.98M Buy
205,359
+21,265
+12% +$516K ﹤0.01% 1008
2025
Q3 		$4.47M Sell
184,094
-320,799
-64% -$7.77M ﹤0.01% 953
2025
Q2 		$12.2M Sell
504,893
-111,639
-18% -$2.7M 0.01% 459
2025
Q1 		$14.9M Buy
616,532
+19,861
+3% +$479K 0.01% 385
2024
Q4 		$14.4M Buy
596,671
+45,909
+8% +$1.11M 0.01% 359
2024
Q3 		$13.4M Buy
550,762
+59,110
+12% +$1.42M 0.01% 361
2024
Q2 		$11.7M Buy
491,652
+61,562
+14% +$1.46M 0.01% 370
2024
Q1 		$10.3M Buy
430,090
+133,365
+45% +$3.18M 0.01% 397
2023
Q4 		$7.09M Buy
296,725
+69,942
+31% +$1.64M 0.01% 471
2023
Q3 		$5.29M Buy
226,783
+58,147
+34% +$1.36M 0.01% 513
2023
Q2 		$3.96M Buy
168,636
+21,330
+14% +$504K 0.01% 587
2023
Q1 		$3.5M Buy
147,306
+50,937
+53% +$1.2M 0.01% 595
2022
Q4 		$2.25M Buy
96,369
+15,317
+19% +$356K ﹤0.01% 710
2022
Q3 		$1.87M Buy
81,052
+39,295
+94% +$936K ﹤0.01% 720
2022
Q2 		$993K Buy
+41,757
New +$1M ﹤0.01% 982

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Creative Planning's IBDR Position: Q1 2026 in Review

Creative Planning increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2% in Q1 2026, buying an estimated $101K and bringing the position to 209,513 shares worth $5.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Creative Planning first reported a position in IBDR in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.9M in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Creative Planning held 209,513 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.08M as of Q1 2026.
  • Creative Planning bought 4,154 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $101K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1187 holding.
  • Creative Planning first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
  • Creative Planning's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $14.9M in Q1 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.