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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
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 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 iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Morgan Stanley
Sei Investments
Creative Planning
Tiaa Trust, National Association
Captrust Financial Advisors
Franklin Resources
Citigroup
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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