Creative Planning
IBHG icon

Creative Planning’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Creative Planning’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,168
Closed -$517K – 4152
2025
Q4 		$517K Buy
+23,168
New +$518K ﹤0.01% 2813

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's IBHG Position: Q1 2026 in Review

Creative Planning sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2026, closing a stake of 23,168 shares — an estimated $517K sold.

Creative Planning first reported a position in IBHG in Q4 2025 and held it in 1 quarter. The position peaked at $517K in Q4 2025. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Creative Planning reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 23,168 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $517K.
  • Creative Planning first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and held it in 1 quarter.
  • Creative Planning's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $517K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

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