Creative Planning
Position in IBTI — iShares iBonds Dec 2028 Term Treasury ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in IBTI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTI | $869,972 | 39,042 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 IBTI | $559,192 | 25,003 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBTI | $510,310 | 22,797 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBTI | $468,128 | 20,936 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 IBTI | $465,826 | 20,936 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBTI | $401,193 | 18,316 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 IBTI | $4,784 | 222 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||