Creative Planning
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Creative Planning’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Creative Planning’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.71M Sell
186,059
-2,837
-2% -$72.1K ﹤0.01% 1248
2025
Q4 		$4.81M Buy
188,896
+10,147
+6% +$258K ﹤0.01% 1034
2025
Q3 		$4.56M Buy
178,749
+241
+0.1% +$6.13K ﹤0.01% 941
2025
Q2 		$4.54M Sell
178,508
-6,425
-3% -$162K ﹤0.01% 810
2025
Q1 		$4.67M Sell
184,933
-9,874
-5% -$247K ﹤0.01% 741
2024
Q4 		$4.85M Buy
194,807
+106,014
+119% +$2.66M ﹤0.01% 672
2024
Q3 		$2.27M Buy
88,793
+15,637
+21% +$394K ﹤0.01% 998
2024
Q2 		$1.81M Buy
73,156
+38,060
+108% +$938K ﹤0.01% 1042
2024
Q1 		$874K Buy
35,096
+11,664
+50% +$290K ﹤0.01% 1417
2023
Q4 		$588K Buy
23,432
+10,391
+80% +$252K ﹤0.01% 1594
2023
Q3 		$313K Buy
+13,041
New +$317K ﹤0.01% 1903

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return