Creative Planning
IBTF

Creative Planning’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Creative Planning’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-51,597
Closed -$1.21M – 4001
2025
Q3 		$1.21M Sell
51,597
-45,356
-47% -$1.06M ﹤0.01% 1944
2025
Q2 		$2.26M Sell
96,953
-16,488
-15% -$385K ﹤0.01% 1224
2025
Q1 		$2.65M Sell
113,441
-1,261
-1% -$29.4K ﹤0.01% 1006
2024
Q4 		$2.67M Buy
114,702
+8,924
+8% +$208K ﹤0.01% 960
2024
Q3 		$2.48M Sell
105,778
-10,808
-9% -$252K ﹤0.01% 956
2024
Q2 		$2.71M Sell
116,586
-16,242
-12% -$376K ﹤0.01% 860
2024
Q1 		$3.09M Buy
132,828
+5,651
+4% +$131K ﹤0.01% 790
2023
Q4 		$2.96M Buy
127,177
+12,900
+11% +$298K 0.01% 746
2023
Q3 		$2.64M Sell
114,277
-718
-0.6% -$16.6K ﹤0.01% 738
2023
Q2 		$2.66M Sell
114,995
-3,889
-3% -$90.9K ﹤0.01% 708
2023
Q1 		$2.8M Buy
118,884
+3,144
+3% +$73.5K ﹤0.01% 666
2022
Q4 		$2.69M Buy
115,740
+74,524
+181% +$1.73M ﹤0.01% 654
2022
Q3 		$960K Buy
41,216
+22,668
+122% +$539K ﹤0.01% 987
2022
Q2 		$445K Buy
+18,548
New +$445K ﹤0.01% 1382

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Creative Planning's IBTF Position: Q4 2025 in Review

Creative Planning sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 51,597 shares — an estimated $1.21M sold.

Creative Planning first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $3.09M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Creative Planning reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 51,597 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.21M.
  • Creative Planning first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • Creative Planning's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.09M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.