Creative Planning
Position in QLTA — iShares Aaa - A Rated Corporate Bond ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in QLTA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QLTA | $5,685,767 | 119,474 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 QLTA | $6,357,690 | 132,204 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 QLTA | $7,465,882 | 154,031 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 QLTA | $7,559,294 | 158,012 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 QLTA | $7,775,337 | 163,588 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 QLTA | $7,831,569 | 167,377 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 QLTA | $8,313,673 | 169,149 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 QLTA | $7,872,198 | 167,994 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 QLTA | $8,340,669 | 175,667 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 QLTA | $8,996,074 | 186,912 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 QLTA | $8,632,820 | 191,500 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 QLTA | $9,507,949 | 201,525 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 QLTA | $10,397,689 | 217,343 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 QLTA | $10,624,302 | 229,318 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 QLTA | $13,230,890 | 291,622 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 QLTA | $12,509,556 | 259,158 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 QLTA | $9,710,091 | 187,345 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||