How many shares of IEI does Creative Planning own?

As of 2026-Q2, Creative Planning holds 1.1M shares of IEI (ISHARES 3-7 YEAR TREASURY BO).

What is Creative Planning's IEI position worth?

As of 2026-Q2, Creative Planning's IEI position is worth $134.8M.

In 2026-Q2, Creative Planning decreased their IEI position (-2.5% change in shares).

Based on available 13F filings, Creative Planning first reported a position in IEI in 2018-Q4. They have held the position across 31 quarters.

Position history for Creative Planning's holdings in ISHARES 3-7 YEAR TREASURY BO

Current Value

$134.8M

Current Shares

1.1M

Total Value Change

+$134.3M

Total Shares Change

+1.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.1M	-2.5%	$134.8M	0.1%	$116.71	0
2026-Q1	Decreased	1.2M	-5.6%	$139.6M	0.1%	$116.77	0
2025-Q4	Decreased	1.2M	-9.6%	$148.8M	0.1%	$116.82	0
2025-Q3	Decreased	1.4M	-4.2%	$164.7M	0.1%	$115.59	0
2025-Q2	Decreased	1.4M	-6.8%	$171.3M	0.1%	$114.17	0
2025-Q1	Decreased	1.5M	-6.3%	$182.4M	0.2%	$112.27	0
2024-Q4	Decreased	1.6M	-6.1%	$190.3M	0.2%	$109.22	0
2024-Q3	Decreased	1.8M	-6.3%	$209.7M	0.2%	$111.83	0
2024-Q2	Increased	1.9M	+0.7%	$216.1M	0.2%	$107.10	37
2024-Q1	Decreased	1.9M	-5.2%	$215.3M	0.2%	$106.58	0
2023-Q4	Decreased	2M	-3.2%	$229.6M	0.4%	$107.27	0
2023-Q3	Decreased	2M	-2.4%	$229.1M	0.3%	$102.65	0
2023-Q2	Decreased	2.1M	-2.3%	$239M	0.3%	$103.94	0
2023-Q1	Decreased	2.1M	-7.1%	$249.7M	0.4%	$105.53	0
2022-Q4	Decreased	2.3M	-7.3%	$262.6M	0.4%	$102.73	0
2022-Q3	Decreased	2.5M	-3.5%	$281.8M	0.5%	$101.55	0
2022-Q2	Decreased	2.6M	-15.6%	$305M	0.5%	$105.68	0
2022-Q1	Decreased	3M	-12.9%	$369.7M	0.6%	$107.82	0
2021-Q4	Decreased	3.5M	-1.5%	$447.4M	0.7%	$113.52	0
2021-Q3	Decreased	3.5M	-4.5%	$459.7M	0.8%	$114.57	0
2021-Q2	Decreased	3.7M	-8.8%	$482.8M	0.9%	$114.69	0
2021-Q1	Decreased	4.1M	-9.7%	$526.9M	1.1%	$113.92	0
2020-Q4	Decreased	4.5M	-0.6%	$597.1M	1.3%	$116.48	0
2020-Q3	Increased	4.5M	+6.3%	$603.2M	1.6%	$116.70	53
2020-Q2	Increased	4.2M	+8.3%	$567.7M	1.6%	$116.48	54
2020-Q1	Increased	3.9M	+4.2%	$523.1M	1.9%	$115.83	52
2019-Q4	Increased	3.8M	+13.9%	$473.5M	1.4%	$108.92	56
2019-Q3	Increased	3.3M	+14.9%	$419.1M	1.4%	$109.18	56
2019-Q2	Increased	2.9M	+272.3%	$361.9M	1.2%	$107.73	79
2019-Q1	Increased	772,920	+176x	$95.2M	0.3%	$104.95	58
2018-Q4	New	4,363	-	$530,000	0.0%	$103.04	34

Other major holders of IEI: JPMORGAN CHASE & CO