Creative Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Creative Planning holds 362,167 shares of IBDS stock, worth $8.79 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

362,167

Previous 353,783 2.37%

Holding current value

$8.79 Million

Previous $8.59 Million 2.67%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.14 - $24.34 $202,389 - $204,066	8,384 Added 2.37%	362,167 $8.82 Million
Q2 2025 Aug 08, 2025	SELL	$23.96 - $24.27 $28,416 - $28,784	-1,186 Reduced 0.33%	353,783 $8.59 Million
Q1 2025 May 15, 2025	BUY	$23.9 - $24.18 $159,221 - $161,087	6,662 Added 1.91%	354,969 $8.58 Million
Q4 2024 Feb 14, 2025	BUY	$23.88 - $24.32 $1.43 Million - $1.46 Million	59,924 Added 20.78%	348,307 $8.35 Million
Q3 2024 Oct 11, 2024	BUY	$23.63 - $24.42 $1.34 Million - $1.38 Million	56,661 Added 24.45%	288,383 $7.03 Million

Q2 2024 Aug 15, 2024	BUY	$23.48 - $23.77 $1.18 Million - $1.19 Million	50,117 Added 27.6%	231,722 $5.5 Million
Q1 2024 May 10, 2024	BUY	$23.67 - $24.03 $654,948 - $664,910	27,670 Added 17.98%	181,605 $4.32 Million
Q4 2023 Feb 14, 2024	BUY	$22.84 - $23.94 $2.07 Million - $2.17 Million	90,561 Added 142.9%	153,935 $3.68 Million
Q3 2023 Nov 16, 2023	BUY	$23.07 - $23.6 $264,451 - $270,526	11,463 Added 22.08%	63,374 $1.47 Million
Q2 2023 Jul 21, 2023	BUY	$23.39 - $23.94 $72,672 - $74,381	3,107 Added 6.37%	51,911 $1.22 Million
Q1 2023 May 15, 2023	BUY	$23.15 - $24.01 $225,897 - $234,289	9,758 Added 24.99%	48,804 $1.16 Million
Q4 2022 Feb 10, 2023	BUY	$22.55 - $23.67 $29,991 - $31,481	1,330 Added 3.53%	39,046 $912,000
Q3 2022 Nov 03, 2022	BUY	$22.77 - $24.53 $508,067 - $547,337	22,313 Added 144.86%	37,716 $867,000
Q2 2022 Aug 15, 2022	BUY	$23.33 - $24.86 $359,351 - $382,918	15,403 New	15,403 $368,000

Others Institutions Holding IBDS

# of Institutions

433

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Tr Ibonds Dec 2027 Ter Transaction History