Creative Planning

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$500K	Buy
2023 Q4	–	Sell
2023 Q3	$229K	Buy
2022 Q4	–	Sell
2022 Q3	$312K	Hold
2022 Q2	$322K	Sell
2022 Q1	$408K	Sell
2021 Q4	$605K	Sell
2021 Q3	$618K	Sell
2021 Q2	$625K	Buy