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

Creative Planning’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Buy	66,533 +27,491	+70%	+$610K	﹤0.01%	2337
2026 Q1	$870K	Buy	39,042 +14,039	+56%	+$314K	﹤0.01%	2573
2025 Q4	$559K	Buy	25,003 +2,206	+10%	+$49.4K	﹤0.01%	2739
2025 Q3	$510K	Buy	22,797 +1,861	+9%	+$41.5K	﹤0.01%	2703
2025 Q2	$468K	Hold	20,936	–	–	﹤0.01%	2521
2025 Q1	$466K	Buy	20,936 +2,620	+14%	+$57.7K	﹤0.01%	2348
2024 Q4	$401K	Buy	+18,316	New	+$404K	﹤0.01%	2432
2023 Q4	–	Sell	-222	Closed	-$4.79K	–	2917
2023 Q3	$4.79K	Buy	+222	New	+$4.83K	﹤0.01%	2723

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Creative Planning's IBTI Position: Q2 2026 in Review

Creative Planning increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 70% in Q2 2026, buying an estimated $610K and bringing the position to 66,533 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Creative Planning first reported a position in IBTI in Q3 2023 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Creative Planning held 66,533 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.47M as of Q2 2026.
Creative Planning bought 27,491 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $610K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2337 holding.
Creative Planning first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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