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
Q2 		$654K Buy
25,065
+6
+0% +$156 ﹤0.01% 2979
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Collaborative Fund Advisors Reno, Nevada $172M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Creative Planning's IBIC Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Oct 2026 Term TIPS ETF (IBIC) stake by 0.02% in Q2 2026, buying an estimated $156 and bringing the position to 25,065 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Creative Planning first reported a position in IBIC in Q4 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

  • Creative Planning held 25,065 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $654K as of Q2 2026.
  • Creative Planning bought 6 iShares iBonds Oct 2026 Term TIPS ETF shares in Q2 2026, an estimated $156.
  • iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2979 holding.
  • Creative Planning first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

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