Creative Planning’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Creative Planning’s Portfolio IBID Stock Details IBID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$853K	Buy	32,499 +6	+0%	+$157	﹤0.01%	2780
2026 Q1	$849K	Hold	32,493	–	–	﹤0.01%	2587
2025 Q4	$838K	Buy	32,493 +46	+0.1%	+$1.2K	﹤0.01%	2423
2025 Q3	$852K	Buy	32,447 +7,076	+28%	+$185K	﹤0.01%	2267
2025 Q2	$665K	Sell	25,371 -10	-0%	-$261	﹤0.01%	2216
2025 Q1	$667K	Buy	25,381 +12,013	+90%	+$311K	﹤0.01%	2046
2024 Q4	$341K	Buy	+13,368	New	+$343K	﹤0.01%	2554

Other funds holding IBID

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Creative Planning's IBID Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Oct 2027 Term TIPS ETF (IBID) stake by 0.02% in Q2 2026, buying an estimated $157 and bringing the position to 32,499 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Creative Planning first reported a position in IBID in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold IBID as of Q2 2026.

Creative Planning held 32,499 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $853K as of Q2 2026.
Creative Planning bought 6 iShares iBonds Oct 2027 Term TIPS ETF shares in Q2 2026, an estimated $157.
iShares iBonds Oct 2027 Term TIPS ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2780 holding.
Creative Planning first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q2 2026.

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