Creative Planning
IBTH icon

Creative Planning’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Creative Planning’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Buy
94,283
+24,156
+34% +$541K ﹤0.01% 2050
2026
Q1 		$1.57M Buy
70,127
+18,723
+36% +$421K ﹤0.01% 2091
2025
Q4 		$1.16M Buy
51,404
+3,879
+8% +$87.2K ﹤0.01% 2172
2025
Q3 		$1.07M Buy
47,525
+3,222
+7% +$72.3K ﹤0.01% 2050
2025
Q2 		$996K Hold
44,303
– – ﹤0.01% 1846
2025
Q1 		$993K Sell
44,303
-8,109
-15% -$181K ﹤0.01% 1721
2024
Q4 		$1.16M Buy
52,412
+19,703
+60% +$439K ﹤0.01% 1531
2024
Q3 		$740K Sell
32,709
-310
-0.9% -$6.95K ﹤0.01% 1769
2024
Q2 		$729K Hold
33,019
– – ﹤0.01% 1645
2024
Q1 		$732K Hold
33,019
– – ﹤0.01% 1572
2023
Q4 		$739K Buy
33,019
+16,820
+104% +$369K ﹤0.01% 1439
2023
Q3 		$354K Buy
16,199
+6,386
+65% +$140K ﹤0.01% 1799
2023
Q2 		$217K Sell
9,813
-2,678
-21% -$60.3K ﹤0.01% 2153
2023
Q1 		$283K Hold
12,491
– – ﹤0.01% 1860
2022
Q4 		$278K Buy
+12,491
New +$278K ﹤0.01% 1771

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's IBTH Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 34% in Q2 2026, buying an estimated $541K and bringing the position to 94,283 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Creative Planning first reported a position in IBTH in Q4 2022 and has held it in 15 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Creative Planning held 94,283 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.11M as of Q2 2026.
  • Creative Planning bought 24,156 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $541K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2050 holding.
  • Creative Planning first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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