Creative Planning’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Creative Planning’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$504K	Buy	+25,772	New	+$505K	﹤0.01%	3179
2023 Q4	–	Sell	-226	Closed	-$4.27K	–	2919
2023 Q3	$4.27K	Buy	+226	New	+$4.36K	﹤0.01%	2738

Other funds holding IBTK

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Creative Planning's IBTK Position: Q2 2026 in Review

Creative Planning opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 25,772 shares worth $504K. The stake represents ﹤0.01% of the portfolio and ranks #3179 among its holdings. This is a return to the name: Creative Planning previously reported a position in IBTK as recently as Q3 2023.

Creative Planning first reported a position in IBTK in Q3 2023 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Creative Planning held 25,772 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $504K as of Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF was a new Creative Planning position in Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3179 holding.
Creative Planning first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2023 and has held it in 2 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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