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 Q2	$408K	Buy	15,536 +6	+0%	+$158	﹤0.01%	3343
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

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

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RSWM

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

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

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

JSA

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

Creative Planning's IBIF Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 0.04% in Q2 2026, buying an estimated $158 and bringing the position to 15,536 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Creative Planning first reported a position in IBIF in Q1 2025 and has held it in 6 quarters since. The position peaked at $411K in Q3 2025. 26 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

Creative Planning held 15,536 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $408K as of Q2 2026.
Creative Planning bought 6 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $158.
iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3343 holding.
Creative Planning first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2025 and has held it in 6 quarters since.
Creative Planning's iShares iBonds Oct 2029 Term TIPS ETF position peaked at $411K in Q3 2025.
26 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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