Creative Planning
IBTE

Creative Planning’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Creative Planning’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-187,477
Closed -$4.5M – 3688
2024
Q3 		$4.5M Sell
187,477
-43,520
-19% -$1.04M ﹤0.01% 672
2024
Q2 		$5.54M Sell
230,997
-59,634
-21% -$1.43M 0.01% 574
2024
Q1 		$6.96M Buy
290,631
+15,589
+6% +$373K 0.01% 513
2023
Q4 		$6.56M Buy
275,042
+19,766
+8% +$471K 0.01% 495
2023
Q3 		$6.09M Sell
255,276
-9,807
-4% -$233K 0.01% 474
2023
Q2 		$6.31M Sell
265,083
-23,148
-8% -$553K 0.01% 453
2023
Q1 		$6.92M Sell
288,231
-58,752
-17% -$1.4M 0.01% 419
2022
Q4 		$8.28M Buy
346,983
+149,449
+76% +$3.57M 0.01% 376
2022
Q3 		$4.73M Buy
197,534
+176,579
+843% +$4.28M 0.01% 453
2022
Q2 		$512K Buy
+20,955
New +$513K ﹤0.01% 1302

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Creative Planning's IBTE Position: Q4 2024 in Review

Creative Planning sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 187,477 shares — an estimated $4.5M sold.

Creative Planning first reported a position in IBTE in Q2 2022 and held it in 10 quarters. The position peaked at $8.28M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Creative Planning reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 187,477 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.5M.
  • Creative Planning first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • Creative Planning's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $8.28M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.