Creative Planning
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Creative Planning’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Creative Planning’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$816K Buy
32,069
+12,424
+63% +$316K ﹤0.01% 2625
2025
Q4 		$499K Hold
19,645
– – ﹤0.01% 2848
2025
Q3 		$500K Buy
+19,645
New +$500K ﹤0.01% 2721
2023
Q4 		– Sell
-9,343
Closed -$229K – 2916
2023
Q3 		$229K Buy
+9,343
New +$233K ﹤0.01% 2141
2022
Q4 		– Sell
-12,804
Closed -$312K – 2541
2022
Q3 		$312K Hold
12,804
– – ﹤0.01% 1625
2022
Q2 		$322K Sell
12,804
-3,240
-20% -$81.1K ﹤0.01% 1560
2022
Q1 		$408K Sell
16,044
-6,332
-28% -$166K ﹤0.01% 1442
2021
Q4 		$605K Sell
22,376
-515
-2% -$13.9K ﹤0.01% 1202
2021
Q3 		$618K Sell
22,891
-125
-0.5% -$3.4K ﹤0.01% 1183
2021
Q2 		$625K Buy
+23,016
New +$624K ﹤0.01% 1159

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return