Creative Planning’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Creative Planning’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$862K	Buy	39,530 +3,258	+9%	+$71.1K	﹤0.01%	2768
2026 Q1	$794K	Buy	36,272 +11,606	+47%	+$256K	﹤0.01%	2647
2025 Q4	$544K	Buy	24,666 +12,354	+100%	+$273K	﹤0.01%	2768
2025 Q3	$273K	Sell	12,312 -1,301	-10%	-$28.6K	﹤0.01%	3220
2025 Q2	$299K	Sell	13,613 -10,495	-44%	-$227K	﹤0.01%	2892
2025 Q1	$524K	Buy	24,108 +3,125	+15%	+$67.2K	﹤0.01%	2241
2024 Q4	$448K	Buy	+20,983	New	+$454K	﹤0.01%	2327
2023 Q4	–	Sell	-362	Closed	-$7.38K	–	2914
2023 Q3	$7.38K	Buy	+362	New	+$7.54K	﹤0.01%	2683

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

Creative Planning's IBDV Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 9% in Q2 2026, buying an estimated $71.1K and bringing the position to 39,530 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

Creative Planning first reported a position in IBDV in Q3 2023 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Creative Planning held 39,530 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $862K as of Q2 2026.
Creative Planning bought 3,258 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $71.1K.
iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2768 holding.
Creative Planning first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 8 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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