Creative Planning’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Creative Planning’s Portfolio IBIF Stock Details IBIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$408K	Hold	15,530	–	–	﹤0.01%	3177
2025 Q4	$404K	Buy	15,530 +44	+0.3%	+$1.16K	﹤0.01%	3020
2025 Q3	$411K	Buy	15,486 +1,283	+9%	+$33.8K	﹤0.01%	2890
2025 Q2	$375K	Buy	14,203 +2,799	+25%	+$73.2K	﹤0.01%	2711
2025 Q1	$301K	Buy	+11,404	New	+$294K	﹤0.01%	2746

Other funds holding IBIF

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

Creative Planning's IBIF Position: Q1 2026 in Review

Creative Planning held its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) position steady in Q1 2026 at 15,530 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Creative Planning first reported a position in IBIF in Q1 2025 and has held it in 5 quarters since. The position peaked at $411K in Q3 2025. 24 funds tracked by Wall St. Rank hold IBIF as of Q1 2026.

Creative Planning held 15,530 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $408K as of Q1 2026.
Creative Planning left its iShares iBonds Oct 2029 Term TIPS ETF share count unchanged in Q1 2026.
iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3177 holding.
Creative Planning first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2025 and has held it in 5 quarters since.
Creative Planning's iShares iBonds Oct 2029 Term TIPS ETF position peaked at $411K in Q3 2025.
24 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q1 2026.

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