Creative Planning
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Creative Planning’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

Creative Planning’s Portfolio IBIE Stock Details IBIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Buy
13,902
+5
+0% +$132 ﹤0.01% 3423
2026
Q1 		$365K Hold
13,897
– – ﹤0.01% 3273
2025
Q4 		$361K Buy
13,897
+43
+0.3% +$1.13K ﹤0.01% 3109
2025
Q3 		$367K Buy
13,854
+1,284
+10% +$33.8K ﹤0.01% 2992
2025
Q2 		$330K Buy
12,570
+1,144
+10% +$29.8K ﹤0.01% 2823
2025
Q1 		$300K Buy
+11,426
New +$295K ﹤0.01% 2750

Other funds holding IBIE

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
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
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's IBIE Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Oct 2028 Term TIPS ETF (IBIE) stake by 0.04% in Q2 2026, buying an estimated $132 and bringing the position to 13,902 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #3423.

Creative Planning first reported a position in IBIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $367K in Q3 2025. 37 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

  • Creative Planning held 13,902 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $366K as of Q2 2026.
  • Creative Planning bought 5 iShares iBonds Oct 2028 Term TIPS ETF shares in Q2 2026, an estimated $132.
  • iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3423 holding.
  • Creative Planning first reported a position in iShares iBonds Oct 2028 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
  • Creative Planning's iShares iBonds Oct 2028 Term TIPS ETF position peaked at $367K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

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