Creative Planning’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Creative Planning’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$563K	Buy	22,338 +800	+4%	+$20.2K	﹤0.01%	3105
2026 Q1	$544K	Buy	+21,538	New	+$549K	﹤0.01%	2973
2025 Q2	–	Sell	-17,507	Closed	-$437K	–	3741
2025 Q1	$437K	Sell	17,507 -2,992	-15%	-$74K	﹤0.01%	2410
2024 Q4	$504K	Buy	+20,499	New	+$513K	﹤0.01%	2217

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Creative Planning's IBDX Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.7% in Q2 2026, buying an estimated $20.2K and bringing the position to 22,338 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Creative Planning first reported a position in IBDX in Q4 2024 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Creative Planning held 22,338 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $563K as of Q2 2026.
Creative Planning bought 800 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $20.2K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3105 holding.
Creative Planning first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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