Creative Planning
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Creative Planning’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Creative Planning’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$620K Sell
24,229
-6,585
-21% -$168K ﹤0.01% 3024
2026
Q1 		$787K Buy
30,814
+13,179
+75% +$338K ﹤0.01% 2657
2025
Q4 		$451K Hold
17,635
– – ﹤0.01% 2930
2025
Q3 		$452K Buy
+17,635
New +$451K ﹤0.01% 2812

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Creative Planning's IBMQ Position: Q2 2026 in Review

Creative Planning reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 21% in Q2 2026, selling an estimated $168K and leaving 24,229 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

Creative Planning first reported a position in IBMQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $787K in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Creative Planning held 24,229 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $620K as of Q2 2026.
  • Creative Planning sold 6,585 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $168K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3024 holding.
  • Creative Planning first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $787K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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