Creative Planning
IBIG icon

Creative Planning’s iShares iBonds Oct 2030 Term TIPS ETF IBIG Stock Holding History

Creative Planning’s Portfolio IBIG Stock Details IBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Buy
11,829
+3
+0% +$79 ﹤0.01% 3533
2026
Q1 		$311K Hold
11,826
– – ﹤0.01% 3405
2025
Q4 		$308K Buy
11,826
+33
+0.3% +$871 ﹤0.01% 3219
2025
Q3 		$315K Buy
11,793
+1,266
+12% +$33.5K ﹤0.01% 3099
2025
Q2 		$279K Buy
+10,527
New +$275K ﹤0.01% 2960

Other funds holding IBIG

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

Creative Planning's IBIG Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Oct 2030 Term TIPS ETF (IBIG) stake by 0.03% in Q2 2026, buying an estimated $79 and bringing the position to 11,829 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #3533.

Creative Planning first reported a position in IBIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $315K in Q3 2025. 21 funds tracked by Wall St. Rank hold IBIG as of Q2 2026.

  • Creative Planning held 11,829 shares of iShares iBonds Oct 2030 Term TIPS ETF worth $311K as of Q2 2026.
  • Creative Planning bought 3 iShares iBonds Oct 2030 Term TIPS ETF shares in Q2 2026, an estimated $79.
  • iShares iBonds Oct 2030 Term TIPS ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3533 holding.
  • Creative Planning first reported a position in iShares iBonds Oct 2030 Term TIPS ETF in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's iShares iBonds Oct 2030 Term TIPS ETF position peaked at $315K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Oct 2030 Term TIPS ETF as of Q2 2026.

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