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iShares Lehman 1-3 Year Treas.Bond shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 196k 82.04
2023-09-30 $15M 183k 80.97
2023-06-30 $16M 199k 81.08
2023-03-31 $16M 190k 82.16
2022-12-31 $14M 167k 81.17
2022-09-30 $14M 177k 81.21
2022-06-30 $7.6M 92k 82.79
2022-03-31 $19M 228k 83.35
2021-12-31 $19M 220k 85.54
2021-09-30 $8.1M 94k 86.15
2021-06-30 $8.7M 101k 86.16
2021-03-31 $11M 130k 86.25
2020-12-31 $14M 156k 86.38
2020-09-30 $16M 182k 86.51
2020-06-30 $16M 180k 86.61
2020-03-31 $1.4M 17k 86.66
2019-12-31 $1.6M 19k 84.63
2019-09-30 $1.7M 20k 84.84
2019-06-30 $1.8M 21k 84.76
2019-03-31 $1.4M 17k 84.13
2018-12-31 $1.5M 18k 83.64
2018-09-30 $1.5M 18k 83.09
2018-06-30 $1.2M 14k 83.35
2018-03-31 $1.2M 14k 83.56
2017-12-31 $1.4M 17k 83.85
2017-09-30 $1.6M 19k 84.43
2017-06-30 $1.7M 20k 84.51
2017-03-31 $2.0M 24k 83.33
2016-12-31 $1.7M 20k 83.33
2016-09-30 $852k 10k 83.33
2016-06-30 $1.3M 15k 84.75
2016-03-31 $1.4M 16k 85.03
2015-12-31 $1.4M 17k 84.36
2015-09-30 $2.7M 32k 84.99
2015-06-30 $1.3M 15k 84.89
2015-03-31 $1.3M 15k 84.89
2014-12-31 $1.2M 15k 84.48
2014-09-30 $1.2M 14k 84.48
2014-06-30 $1.3M 16k 84.54
2014-03-31 $1.2M 14k 84.42
2013-12-31 $971k 12k 84.38
2013-09-30 $1.2M 15k 84.46
2013-06-30 $1.1M 13k 84.28
2012-12-31 $1.1M 13k 84.39
2012-09-30 $957k 11k 84.52
2012-06-30 $723k 8.6k 84.40
2011-12-31 $562k 6.7k 84.50

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Jpmorgan Chase & Co
Bank of America Corporation
Balentine
Assetmark
UBS Group
Wells Fargo & Company
Bank Of Montreal
Branch Banking & Trust Company
Bank of New York Mellon
Captrust Financial Advisors
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Raymond James & Associates
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond