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iShares Lehman 3-7 Yr Treasury Bond shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Lehman 3-7 Yr Treasury Bond (IEI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Lehman 3-7 Yr Treasury Bond

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All positions including iShares Lehman 3-7 Yr Treasury 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 3-7 Yr Treasury Bond by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $230M 2.0M 117.13
2023-09-30 $229M 2.0M 113.16
2023-06-30 $239M 2.1M 115.26
2023-03-31 $250M 2.1M 117.65
2022-12-31 $263M 2.3M 114.89
2022-09-30 $282M 2.5M 114.28
2022-06-30 $305M 2.6M 119.34
2022-03-31 $370M 3.0M 122.05
2021-12-31 $447M 3.5M 128.67
2021-09-30 $460M 3.5M 130.17
2021-06-30 $483M 3.7M 130.53
2021-03-31 $527M 4.1M 129.96
2020-12-31 $597M 4.5M 132.91
2020-09-30 $603M 4.5M 133.59
2020-06-30 $568M 4.2M 133.81
2020-03-31 $523M 3.9M 133.34
2019-12-31 $474M 3.8M 125.75
2019-09-30 $419M 3.3M 126.80
2019-06-30 $362M 2.9M 125.76
2019-03-31 $95M 773k 123.20
2018-12-31 $530k 4.4k 121.48
2018-09-30 $575k 4.8k 119.17
2018-06-30 $533k 4.4k 119.94
2018-03-31 $568k 4.7k 120.62
2017-09-30 $203k 1.6k 123.55
2017-06-30 $129k 1.0k 123.33
2017-03-31 $201k 1.6k 122.94
2016-12-31 $172k 1.4k 122.86
2016-09-30 $268k 2.1k 126.47
2016-06-30 $274k 2.2k 127.38
2016-03-31 $317k 2.5k 125.89
2015-12-31 $356k 2.9k 122.51
2015-09-30 $477k 3.8k 124.71
2015-03-31 $323k 2.6k 123.99
2014-12-31 $324k 2.6k 122.36
2014-09-30 $295k 2.4k 121.45
2014-06-30 $234k 1.9k 121.94
2014-03-31 $252k 2.1k 120.86
2013-12-31 $246k 2.1k 119.82
2013-09-30 $249k 2.1k 121.29
2013-06-30 $264k 2.2k 120.55
2012-12-31 $249k 2.0k 123.21
2012-09-30 $478k 3.9k 123.80
2012-06-30 $472k 3.8k 123.04
2011-12-31 $40k 327 122.32

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 3-7 Yr Treasury Bond

Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Advisory
Branch Banking & Trust Company
HPM Partners
Janney Montgomery Scott
Assetmark
Bank Julius Baer & Co. Ltd, Zurich
Creative Planning
UBS Group
Wells Fargo & Company
Charles Schwab Investment Management
Matson Money
Stifel Financial
WestEnd Advisors

View all funds holding iShares Lehman 3-7 Yr Treasury Bond