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 Q2	$1.18M	Sell	58,431 -20,088	-26%	-$406K	﹤0.01%	2504
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 $617B AUM 30.33% 1-Year Est. Return

TPWA

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

BlackRock New York $6.73T AUM 46.02% 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 $1.49B AUM 22.27% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Creative Planning's IBTL Position: Q2 2026 in Review

Creative Planning reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 26% in Q2 2026, selling an estimated $406K and leaving 58,431 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Creative Planning first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q2 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Creative Planning held 58,431 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.18M as of Q2 2026.
Creative Planning sold 20,088 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $406K.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2504 holding.
Creative Planning first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Creative Planning's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $2.58M in Q2 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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