Creative Planning’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Creative Planning’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,944	Closed	-$277K	–	3997
2025 Q3	$277K	Sell	11,944 -124	-1%	-$2.88K	﹤0.01%	3207
2025 Q2	$281K	Sell	12,068 -836	-6%	-$19.4K	﹤0.01%	2956
2025 Q1	$300K	Sell	12,904 -5,392	-29%	-$125K	﹤0.01%	2751
2024 Q4	$424K	Buy	18,296 +11	+0.1%	+$255	﹤0.01%	2379
2024 Q3	$426K	Buy	18,285 +50	+0.3%	+$1.16K	﹤0.01%	2247
2024 Q2	$424K	Buy	18,235 +450	+3%	+$10.5K	﹤0.01%	2069
2024 Q1	$416K	Buy	17,785 +3,614	+26%	+$84K	﹤0.01%	2000
2023 Q4	$327K	Buy	+14,171	New	+$325K	﹤0.01%	2026

Other funds holding IBHE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's IBHE Position: Q4 2025 in Review

Creative Planning sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 11,944 shares — an estimated $277K sold.

Creative Planning first reported a position in IBHE in Q4 2023 and held it in 8 quarters. The position peaked at $426K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

Creative Planning reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 11,944 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $277K.
Creative Planning first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2023 and held it in 8 quarters.
Creative Planning's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $426K in Q3 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.