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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Creative Planning

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $294M 2.8M 106.78
2025-06-30 $280M 2.6M 106.34
2025-03-31 $271M 2.6M 105.60
2024-12-31 $270M 2.6M 105.48
2024-09-30 $264M 2.5M 106.19
2024-06-30 $255M 2.4M 104.55
2024-03-31 $251M 2.4M 104.73
2023-12-31 $229M 2.2M 105.43
2023-09-30 $198M 1.9M 102.86
2023-06-30 $171M 1.6M 104.04
2023-03-31 $140M 1.3M 104.68
2022-12-31 $110M 1.1M 104.27
2022-09-30 $47M 454k 102.66
2022-06-30 $7.2M 69k 104.67
2022-03-31 $6.9M 66k 104.59
2021-12-31 $8.3M 77k 107.37
2021-09-30 $7.9M 74k 107.56
2021-06-30 $7.5M 70k 107.81
2021-03-31 $8.4M 78k 107.82
2020-12-31 $8.4M 78k 108.11
2020-09-30 $4.6M 43k 108.11
2020-06-30 $358k 3.3k 107.96
2019-06-30 $257k 2.4k 106.55
2019-03-31 $335k 3.2k 106.01
2018-12-31 $418k 4.0k 105.42
2018-09-30 $516k 4.9k 104.75
2018-06-30 $517k 4.9k 104.95
2018-03-31 $517k 4.9k 104.95
2017-12-31 $815k 7.8k 104.82
2017-09-30 $1.7M 16k 105.96
2017-06-30 $1.7M 17k 105.79
2017-03-31 $2.1M 20k 105.58
2016-12-31 $756k 7.2k 105.13
2016-09-30 $709k 6.7k 105.96
2016-06-30 $404k 3.8k 106.29
2016-03-31 $403k 3.8k 106.02
2015-12-31 $403k 3.8k 106.02
2015-09-30 $419k 4.0k 105.94
2015-03-31 $112k 1.1k 105.46
2014-12-31 $167k 1.6k 105.96
2014-09-30 $26k 249 104.42
2014-06-30 $26k 249 104.42
2014-03-31 $26k 249 104.42

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Mercer Global Advisors
Morgan Stanley
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Franklin Resources
Captrust Financial Advisors
UBS Group
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Envestnet Asset Management
NISA Investment Advisors

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF