Creative Planning’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Creative Planning’s Portfolio IBHF Stock Details IBHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,526	Closed	-$287K	–	4355
2026 Q1	$287K	Sell	12,526 -18,456	-60%	-$425K	﹤0.01%	3463
2025 Q4	$715K	Buy	30,982 +20,476	+195%	+$475K	﹤0.01%	2549
2025 Q3	$246K	Sell	10,506 -2,074	-16%	-$48.2K	﹤0.01%	3305
2025 Q2	$292K	Buy	+12,580	New	+$290K	﹤0.01%	2917

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

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

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Creative Planning's IBHF Position: Q2 2026 in Review

Creative Planning sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 12,526 shares — an estimated $287K sold.

Creative Planning first reported a position in IBHF in Q2 2025 and held it in 4 quarters. The position peaked at $715K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Creative Planning reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 12,526 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $287K.
Creative Planning first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and held it in 4 quarters.
Creative Planning's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $715K in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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