Creative Planning
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Creative Planning’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Creative Planning’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.58M Buy
125,891
+580
+0.5% +$11.9K ﹤0.01% 1128
2025
Q1 		$2.55M Buy
125,311
+32,570
+35% +$662K ﹤0.01% 1027
2024
Q4 		$1.84M Buy
+92,741
New +$1.84M ﹤0.01% 1180