Creative Planning’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Creative Planning’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$580K	Buy	+26,768	New	+$581K	﹤0.01%	3084
2023 Q4	–	Sell	-181	Closed	-$3.8K	–	2918
2023 Q3	$3.8K	Buy	+181	New	+$3.86K	﹤0.01%	2752

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's IBTJ Position: Q2 2026 in Review

Creative Planning opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 26,768 shares worth $580K. The stake represents ﹤0.01% of the portfolio and ranks #3084 among its holdings. This is a return to the name: Creative Planning previously reported a position in IBTJ as recently as Q3 2023.

Creative Planning first reported a position in IBTJ in Q3 2023 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Creative Planning held 26,768 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $580K as of Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF was a new Creative Planning position in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3084 holding.
Creative Planning first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2023 and has held it in 2 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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