Creative Planning
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in IBDW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $1,359,989 | 64,978 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 IBDW | $986,499 | 46,643 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBDW | $997,424 | 47,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBDW | $989,995 | 47,053 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 IBDW | $1,434,489 | 69,132 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBDW | $827,471 | 40,662 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||