Creative Planning
IBMM

Creative Planning’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Creative Planning’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,602
Closed -$512K – 3716
2024
Q3 		$512K Sell
19,602
-10,160
-34% -$265K ﹤0.01% 2088
2024
Q2 		$775K Sell
29,762
-22,766
-43% -$591K ﹤0.01% 1603
2024
Q1 		$1.36M Sell
52,528
-6,571
-11% -$170K ﹤0.01% 1144
2023
Q4 		$1.53M Sell
59,099
-10,672
-15% -$275K ﹤0.01% 1032
2023
Q3 		$1.79M Buy
69,771
+8,258
+13% +$213K ﹤0.01% 896
2023
Q2 		$1.58M Buy
61,513
+1,114
+2% +$28.7K ﹤0.01% 921
2023
Q1 		$1.56M Buy
60,399
+20,239
+50% +$522K ﹤0.01% 884
2022
Q4 		$1.03M Sell
40,160
-10,629
-21% -$273K ﹤0.01% 1015
2022
Q3 		$1.29M Buy
50,789
+13,735
+37% +$356K ﹤0.01% 851
2022
Q2 		$963K Buy
37,054
+3,684
+11% +$95.2K ﹤0.01% 996
2022
Q1 		$867K Sell
33,370
-8,344
-20% -$220K ﹤0.01% 1055
2021
Q4 		$1.12M Sell
41,714
-169
-0.4% -$4.54K ﹤0.01% 906
2021
Q3 		$1.13M Sell
41,883
-263
-0.6% -$7.11K ﹤0.01% 890
2021
Q2 		$1.14M Buy
+42,146
New +$1.14M ﹤0.01% 883

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's IBMM Position: Q4 2024 in Review

Creative Planning sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 19,602 shares — an estimated $512K sold.

Creative Planning first reported a position in IBMM in Q2 2021 and held it in 14 quarters. The position peaked at $1.79M in Q3 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Creative Planning reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 19,602 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $512K.
  • Creative Planning first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2021 and held it in 14 quarters.
  • Creative Planning's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.79M in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.