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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Buy	78,519 +2,296	+3%	+$47.1K	﹤0.01%	2082
2025 Q4	$1.56M	Sell	76,223 -38,099	-33%	-$785K	﹤0.01%	1920
2025 Q3	$2.35M	Sell	114,322 -11,569	-9%	-$237K	﹤0.01%	1416
2025 Q2	$2.58M	Buy	125,891 +580	+0.5%	+$11.7K	﹤0.01%	1131
2025 Q1	$2.55M	Buy	125,311 +32,570	+35%	+$651K	﹤0.01%	1029
2024 Q4	$1.84M	Buy	+92,741	New	+$1.87M	﹤0.01%	1183

Other funds holding IBTL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Creative Planning's IBTL Position: Q1 2026 in Review

Creative Planning increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 3% in Q1 2026, buying an estimated $47.1K and bringing the position to 78,519 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Creative Planning first reported a position in IBTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.58M in Q2 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Creative Planning held 78,519 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.6M as of Q1 2026.
Creative Planning bought 2,296 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $47.1K.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2082 holding.
Creative Planning first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Creative Planning's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $2.58M in Q2 2025.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.