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
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 $6.93B AUM 28.92% 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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return