Creative Planning’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Creative Planning’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.62M	Sell	314,211 -33,211	-10%	-$806K	0.01%	878
2025 Q4	$8.44M	Sell	347,422 -14,745	-4%	-$358K	0.01%	692
2025 Q3	$8.82M	Buy	362,167 +8,384	+2%	+$203K	0.01%	618
2025 Q2	$8.59M	Sell	353,783 -1,186	-0.3%	-$28.6K	0.01%	562
2025 Q1	$8.58M	Buy	354,969 +6,662	+2%	+$160K	0.01%	538
2024 Q4	$8.35M	Buy	348,307 +59,924	+21%	+$1.44M	0.01%	513
2024 Q3	$7.03M	Buy	288,383 +56,661	+24%	+$1.37M	0.01%	536
2024 Q2	$5.5M	Buy	231,722 +50,117	+28%	+$1.19M	0.01%	580
2024 Q1	$4.32M	Buy	181,605 +27,670	+18%	+$659K	﹤0.01%	653
2023 Q4	$3.68M	Buy	153,935 +90,561	+143%	+$2.11M	0.01%	660
2023 Q3	$1.47M	Buy	63,374 +11,463	+22%	+$267K	﹤0.01%	993
2023 Q2	$1.22M	Buy	51,911 +3,107	+6%	+$73.5K	﹤0.01%	1034
2023 Q1	$1.16M	Buy	48,804 +9,758	+25%	+$230K	﹤0.01%	1000
2022 Q4	$913K	Buy	39,046 +1,330	+4%	+$30.8K	﹤0.01%	1082
2022 Q3	$867K	Buy	37,716 +22,313	+145%	+$533K	﹤0.01%	1022
2022 Q2	$368K	Buy	+15,403	New	+$372K	﹤0.01%	1477

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Creative Planning's IBDS Position: Q1 2026 in Review

Creative Planning reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 9.6% in Q1 2026, selling an estimated $806K and leaving 314,211 shares worth $7.62M. The position accounts for 0.01% of the portfolio, ranked #878.

Creative Planning first reported a position in IBDS in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.82M in Q3 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Creative Planning held 314,211 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $7.62M as of Q1 2026.
Creative Planning sold 33,211 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $806K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #878 holding.
Creative Planning first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
Creative Planning's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $8.82M in Q3 2025.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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