Creative Planning
IBIC icon

Creative Planning’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Creative Planning’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$650K Hold
25,059
– – ﹤0.01% 2817
2025
Q4 		$640K Buy
25,059
+45
+0.2% +$1.16K ﹤0.01% 2635
2025
Q3 		$649K Buy
25,014
+7,156
+40% +$185K ﹤0.01% 2507
2025
Q2 		$464K Buy
17,858
+8
+0% +$207 ﹤0.01% 2530
2025
Q1 		$464K Buy
17,850
+4,251
+31% +$109K ﹤0.01% 2352
2024
Q4 		$346K Buy
+13,599
New +$347K ﹤0.01% 2545

Other funds holding IBIC

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return