Creative Planning
Position in IBMO — iShares iBonds Dec 2026 Term Muni Bond ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in IBMO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBMO | $500,861 | 19,542 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 IBMO | $366,378 | 14,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBMO | $369,247 | 14,390 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBMO | $296,099 | 11,556 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 IBMO | $295,371 | 11,556 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBMO | $322,221 | 12,656 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBMO | $344,315 | 13,421 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 IBMO | $537,543 | 21,230 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 IBMO | $677,935 | 26,743 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 IBMO | $851,302 | 33,370 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 IBMO | $988,703 | 39,851 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 IBMO | $979,023 | 38,881 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 IBMO | $1,016,068 | 39,799 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IBMO | $690,022 | 27,371 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 IBMO | $739,737 | 30,034 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 IBMO | $662,134 | 26,130 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 IBMO | $872,577 | 34,208 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 IBMO | $1,269,843 | 47,250 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 IBMO | $1,284,699 | 47,785 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 IBMO | $1,294,395 | 47,985 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||