Creative Financial Designs’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Creative Financial Designs’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-395	Closed	-$10K	–	807
2017 Q4	$10K	Buy	+395	New	+$9.93K	0.01%	418
2017 Q3	–	Sell	-8	Closed	–	–	863
2017 Q2	$0	Hold	8	–	–	﹤0.01%	882
2017 Q1	$0	Buy	+8	New	+$201	﹤0.01%	921

Other funds holding IBDH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Financial Designs's IBDH Position: Q1 2018 in Review

Creative Financial Designs sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q1 2018, closing a stake of 395 shares — an estimated $10K sold.

Creative Financial Designs first reported a position in IBDH in Q1 2017 and held it in 3 quarters. The position peaked at $10K in Q4 2017. 79 funds tracked by Wall St. Rank hold IBDH as of Q1 2018.

Creative Financial Designs reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
Creative Financial Designs sold 395 iShares iBonds Dec 2018 Term Corporate ETF shares in Q1 2018, an estimated $10K.
Creative Financial Designs first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2017 and held it in 3 quarters.
Creative Financial Designs's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $10K in Q4 2017.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q1 2018.

Based on Creative Financial Designs's 13F filing for Q1 2018, filed 2 May 2018.