ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 205,359 Value ($000) $4,976 Avg Close Range
Q3 2025
Shares 184,094 Value ($000) $4,473 Avg Close Range
Q2 2025
Shares 504,893 Value ($000) $12,244 Avg Close Range
Q1 2025
Shares 616,532 Value ($000) $14,926 Avg Close Range
Q4 2024
Shares 596,671 Value ($000) $14,362 Avg Close Range
Q3 2024
Shares 550,762 Value ($000) $13,384 Avg Close Range
Q2 2024
Shares 491,652 Value ($000) $11,711 Avg Close Range
Q1 2024
Shares 430,090 Value ($000) $10,258 Avg Close Range
Q4 2023
Shares 296,725 Value ($000) $7,092 Avg Close Range
Q3 2023
Shares 226,783 Value ($000) $5,292 Avg Close Range
Q2 2023
Shares 168,636 Value ($000) $3,958 Avg Close Range
Q1 2023
Shares 147,306 Value ($000) $3,496 Avg Close Range
Q4 2022
Shares 96,369 Value ($000) $2,250 Avg Close Range
Q3 2022
Shares 81,052 Value ($000) $1,872 Avg Close Range
Q2 2022
Shares 41,757 Value ($000) $993 Avg Close Range