ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 14,291 Value ($000) $366 Avg Close — Range —
Q3 2025
Shares 14,390 Value ($000) $369 Avg Close — Range —
Q2 2025
Shares 11,556 Value ($000) $296 Avg Close — Range —
Q1 2025
Shares 11,556 Value ($000) $295 Avg Close — Range —
Q4 2024
Shares 12,656 Value ($000) $322 Avg Close — Range —
Q3 2024
Shares 13,421 Value ($000) $344 Avg Close — Range —
Q2 2024
Shares 21,230 Value ($000) $538 Avg Close — Range —
Q1 2024
Shares 26,743 Value ($000) $678 Avg Close — Range —
Q4 2023
Shares 33,370 Value ($000) $851 Avg Close — Range —
Q3 2023
Shares 39,851 Value ($000) $989 Avg Close — Range —
Q2 2023
Shares 38,881 Value ($000) $979 Avg Close — Range —
Q1 2023
Shares 39,799 Value ($000) $1,016 Avg Close — Range —
Q4 2022
Shares 27,371 Value ($000) $690 Avg Close — Range —
Q3 2022
Shares 30,034 Value ($000) $740 Avg Close — Range —
Q2 2022
Shares 26,130 Value ($000) $662 Avg Close — Range —
Q1 2022
Shares 34,208 Value ($000) $873 Avg Close — Range —
Q4 2021
Shares 47,250 Value ($000) $1,270 Avg Close — Range —
Q3 2021
Shares 47,785 Value ($000) $1,285 Avg Close — Range —
Q2 2021
Shares 47,985 Value ($000) $1,294 Avg Close — Range —