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 Q2	$4.81M	Buy	190,309 +4,250	+2%	+$107K	﹤0.01%	1440
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's IBDT Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.3% in Q2 2026, buying an estimated $107K and bringing the position to 190,309 shares worth $4.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Creative Planning first reported a position in IBDT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.85M in Q4 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Creative Planning held 190,309 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.81M as of Q2 2026.
Creative Planning bought 4,250 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $107K.
iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1440 holding.
Creative Planning first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Creative Planning's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.85M in Q4 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.