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 Q2	$639K	Sell	25,128 -6,941	-22%	-$176K	﹤0.01%	2998
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's IBMP Position: Q2 2026 in Review

Creative Planning reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 22% in Q2 2026, selling an estimated $176K and leaving 25,128 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Creative Planning first reported a position in IBMP in Q2 2021 and has held it in 11 quarters since. The position peaked at $816K in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Creative Planning held 25,128 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $639K as of Q2 2026.
Creative Planning sold 6,941 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $176K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2998 holding.
Creative Planning first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2021 and has held it in 11 quarters since.
Creative Planning's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $816K in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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