A detailed history of Creative Planning transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Creative Planning holds 40,220 shares of IBDU stock, worth $917,820. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40,220
Previous 38,007 5.82%
Holding current value
$917,820
Previous $861,000 9.76%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$22.51 - $23.57 $49,814 - $52,160
2,213 Added 5.82%
40,220 $945,000
Q2 2024

Aug 15, 2024

BUY
$22.29 - $22.77 $614,401 - $627,632
27,564 Added 263.95%
38,007 $861,000
Q1 2024

May 10, 2024

BUY
$22.61 - $23.1 $236,116 - $241,233
10,443 New
10,443 $238,000
Q3 2023

Nov 16, 2023

BUY
$21.83 - $22.62 $3,776 - $3,913
173 New
173 $3,000

Others Institutions Holding IBDU

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.