Creative Planning
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$990K Sell
47,053
-22,079
-32% -$465K ﹤0.01% 1847
2025
Q1 		$1.43M Buy
69,132
+28,470
+70% +$591K ﹤0.01% 1428
2024
Q4 		$827K Buy
+40,662
New +$827K ﹤0.01% 1793