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Ishares Tr ibonds dec 29 shares owned by Creative Planning

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $946k 40k 23.51
2024-06-30 $862k 38k 22.67
2024-03-31 $238k 10k 22.82
2023-09-30 $3.8k 173 21.90

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 ibonds dec 29

Capital Advisors
Aptus Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Envestnet Asset Management
Royal Bank of Canada
Woodmont Investment Counsel
Raymond James Financial Services Advisors
Venture Visionary Partners
HighTower Advisors
Klingman & Associates
Wells Fargo & Company
Benjamin Edwards
LPL Financial

View all funds holding Ishares Tr ibonds dec 29