Creative Planning’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Creative Planning’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Buy	64,978 +18,335	+39%	+$387K	﹤0.01%	2213
2025 Q4	$987K	Sell	46,643 -361	-0.8%	-$7.65K	﹤0.01%	2295
2025 Q3	$997K	Sell	47,004 -49	-0.1%	-$1.03K	﹤0.01%	2115
2025 Q2	$990K	Sell	47,053 -22,079	-32%	-$456K	﹤0.01%	1852
2025 Q1	$1.43M	Buy	69,132 +28,470	+70%	+$584K	﹤0.01%	1432
2024 Q4	$827K	Buy	+40,662	New	+$841K	﹤0.01%	1798

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's IBDW Position: Q1 2026 in Review

Creative Planning increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 39% in Q1 2026, buying an estimated $387K and bringing the position to 64,978 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Creative Planning first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q1 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Creative Planning held 64,978 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.36M as of Q1 2026.
Creative Planning bought 18,335 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $387K.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2213 holding.
Creative Planning first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Creative Planning's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.43M in Q1 2025.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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