Creative Planning’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$468K	Hold	20,936	–	–	﹤0.01%	2514
2025 Q1	$466K	Buy	20,936 +2,620	+14%	+$58.3K	﹤0.01%	2343
2024 Q4	$401K	Buy	+18,316	New	+$401K	﹤0.01%	2425
2023 Q4	–	Sell	-222	Closed	-$4.79K	–	2860
2023 Q3	$4.79K	Buy	+222	New	+$4.79K	﹤0.01%	2682