Creative Planning »

Ishares Tr ibds dec28 etf shares owned by Creative Planning

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ishares Tr ibds dec28 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibds dec28 etf held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibds dec28 etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 89k 25.53
2024-06-30 $1.8M 73k 24.77
2024-03-31 $874k 35k 24.90
2023-12-31 $588k 23k 25.09
2023-09-30 $313k 13k 24.03

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)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Aptus Capital Advisors
Morgan Stanley
Capital Investment Advisors
Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Royal Bank of Canada
Woodmont Investment Counsel
LPL Financial
Raymond James Financial Services Advisors
Wells Fargo & Company
Gratus Wealth Advisors
Klingman & Associates
Sigma Investment Counselors

View all funds holding Ishares Tr ibds dec28 etf