Creative Planning’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Creative Planning’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	79,562 +8,445	+12%	+$196K	﹤0.01%	2156
2026 Q1	$1.65M	Buy	71,117 +2,441	+4%	+$57.1K	﹤0.01%	2057
2025 Q4	$1.61M	Buy	68,676 +10,553	+18%	+$247K	﹤0.01%	1900
2025 Q3	$1.36M	Sell	58,123 -447	-0.8%	-$10.4K	﹤0.01%	1839
2025 Q2	$1.37M	Sell	58,570 -7,223	-11%	-$167K	﹤0.01%	1609
2025 Q1	$1.52M	Buy	65,793 +14,444	+28%	+$331K	﹤0.01%	1387
2024 Q4	$1.17M	Buy	51,349 +11,129	+28%	+$256K	﹤0.01%	1522
2024 Q3	$946K	Buy	40,220 +2,213	+6%	+$51.3K	﹤0.01%	1558
2024 Q2	$862K	Buy	38,007 +27,564	+264%	+$622K	﹤0.01%	1522
2024 Q1	$238K	Buy	+10,443	New	+$238K	﹤0.01%	2440
2023 Q4	–	Sell	-173	Closed	-$3.79K	–	2915
2023 Q3	$3.79K	Buy	+173	New	+$3.85K	﹤0.01%	2754

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

Creative Planning's IBDU Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q2 2026, buying an estimated $196K and bringing the position to 79,562 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Creative Planning first reported a position in IBDU in Q3 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Creative Planning held 79,562 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.84M as of Q2 2026.
Creative Planning bought 8,445 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $196K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2156 holding.
Creative Planning first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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