Creative Planning
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Creative Planning’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Creative Planning’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.03M Buy
88,661
+3,098
+4% +$70.9K ﹤0.01% 1883
2025
Q4 		$1.96M Buy
85,563
+16,722
+24% +$383K ﹤0.01% 1742
2025
Q3 		$1.58M Sell
68,841
-19,409
-22% -$444K ﹤0.01% 1733
2025
Q2 		$2.02M Buy
88,250
+1,275
+1% +$29.2K ﹤0.01% 1307
2025
Q1 		$2M Buy
86,975
+1,545
+2% +$35.3K ﹤0.01% 1177
2024
Q4 		$1.95M Buy
85,430
+14,093
+20% +$322K ﹤0.01% 1147
2024
Q3 		$1.65M Sell
71,337
-3,576
-5% -$81.8K ﹤0.01% 1190
2024
Q2 		$1.7M Sell
74,913
-4,544
-6% -$103K ﹤0.01% 1076
2024
Q1 		$1.8M Buy
79,457
+7,326
+10% +$167K ﹤0.01% 1011
2023
Q4 		$1.65M Buy
72,131
+14,884
+26% +$336K ﹤0.01% 992
2023
Q3 		$1.29M Buy
57,247
+7,520
+15% +$170K ﹤0.01% 1049
2023
Q2 		$1.13M Sell
49,727
-2,315
-4% -$53.1K ﹤0.01% 1075
2023
Q1 		$1.2M Sell
52,042
-3,445
-6% -$78.8K ﹤0.01% 984
2022
Q4 		$1.26M Buy
55,487
+36,320
+189% +$824K ﹤0.01% 925
2022
Q3 		$434K Buy
19,167
+9,740
+103% +$227K ﹤0.01% 1420
2022
Q2 		$222K Buy
+9,427
New +$222K ﹤0.01% 1814

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning's IBTG Position: Q1 2026 in Review

Creative Planning increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.6% in Q1 2026, buying an estimated $70.9K and bringing the position to 88,661 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Creative Planning first reported a position in IBTG in Q2 2022 and has held it in 16 quarters since. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Creative Planning held 88,661 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.03M as of Q1 2026.
  • Creative Planning bought 3,098 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $70.9K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1883 holding.
  • Creative Planning first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.