Creative Planning
IBMO icon

Creative Planning’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Creative Planning’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$296K Sell
11,563
-7,979
-41% -$205K ﹤0.01% 3571
2026
Q1 		$501K Buy
19,542
+5,251
+37% +$135K ﹤0.01% 3030
2025
Q4 		$366K Sell
14,291
-99
-0.7% -$2.54K ﹤0.01% 3105
2025
Q3 		$369K Buy
14,390
+2,834
+25% +$72.7K ﹤0.01% 2989
2025
Q2 		$296K Hold
11,556
– – ﹤0.01% 2904
2025
Q1 		$295K Sell
11,556
-1,100
-9% -$28.1K ﹤0.01% 2773
2024
Q4 		$322K Sell
12,656
-765
-6% -$19.5K ﹤0.01% 2597
2024
Q3 		$344K Sell
13,421
-7,809
-37% -$199K ﹤0.01% 2414
2024
Q2 		$538K Sell
21,230
-5,513
-21% -$139K ﹤0.01% 1881
2024
Q1 		$678K Sell
26,743
-6,627
-20% -$169K ﹤0.01% 1635
2023
Q4 		$851K Sell
33,370
-6,481
-16% -$163K ﹤0.01% 1329
2023
Q3 		$989K Buy
39,851
+970
+2% +$24.3K ﹤0.01% 1163
2023
Q2 		$979K Sell
38,881
-918
-2% -$23.2K ﹤0.01% 1135
2023
Q1 		$1.02M Buy
39,799
+12,428
+45% +$315K ﹤0.01% 1072
2022
Q4 		$690K Sell
27,371
-2,663
-9% -$66.4K ﹤0.01% 1239
2022
Q3 		$740K Buy
30,034
+3,904
+15% +$99K ﹤0.01% 1107
2022
Q2 		$662K Sell
26,130
-8,078
-24% -$203K ﹤0.01% 1157
2022
Q1 		$873K Sell
34,208
-13,042
-28% -$341K ﹤0.01% 1051
2021
Q4 		$1.27M Sell
47,250
-535
-1% -$14.4K ﹤0.01% 846
2021
Q3 		$1.28M Sell
47,785
-200
-0.4% -$5.41K ﹤0.01% 842
2021
Q2 		$1.29M Buy
+47,985
New +$1.29M ﹤0.01% 828

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's IBMO Position: Q2 2026 in Review

Creative Planning reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 41% in Q2 2026, selling an estimated $205K and leaving 11,563 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Creative Planning first reported a position in IBMO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.29M in Q2 2021. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Creative Planning held 11,563 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $296K as of Q2 2026.
  • Creative Planning sold 7,979 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $205K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3571 holding.
  • Creative Planning first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Creative Planning's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.29M in Q2 2021.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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