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Creative Planning PSBD Position History

Palmer Square Capital BDC Inc. • Financial Services

Quarters held
5
Latest value
$201K
Q3 2026
Peak value
$249K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$249K
Q4 2025$248K
Q1 2026$198K
Q2 2026$211K
Q3 2026$201K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$201K20.3K——
Q2 2026$211K20.3K——
Q1 2026$198K20.3K——
Q4 2025$248K20.3K——
Q3 2025$249K20.3K——

Other funds holding PSBD

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning PSBD Holdings: 13F Position History | Track13F