Creative Planning
IBMR icon

Creative Planning’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Creative Planning’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$670K Sell
26,384
-6,243
-19% -$158K ﹤0.01% 2962
2026
Q1 		$827K Buy
32,627
+12,884
+65% +$329K ﹤0.01% 2614
2025
Q4 		$502K Hold
19,743
– – ﹤0.01% 2840
2025
Q3 		$504K Buy
+19,743
New +$502K ﹤0.01% 2716

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Creative Planning's IBMR Position: Q2 2026 in Review

Creative Planning reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 19% in Q2 2026, selling an estimated $158K and leaving 26,384 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

Creative Planning first reported a position in IBMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $827K in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Creative Planning held 26,384 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $670K as of Q2 2026.
  • Creative Planning sold 6,243 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $158K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2962 holding.
  • Creative Planning first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $827K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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