Creative Planning’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Creative Planning’s Portfolio BSJG Stock Details BSJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-600	Closed	-$15K	–	5047
2016 Q3	$15K	Hold	600	–	–	﹤0.01%	3264
2016 Q2	$15K	Hold	600	–	–	﹤0.01%	3003
2016 Q1	$15K	Buy	+600	New	+$15.4K	﹤0.01%	2986
2015 Q4	–	Sell	-1,486	Closed	-$38K	–	4750
2015 Q3	$38K	Buy	+1,486	New	+$38.8K	﹤0.01%	2262
2015 Q2	–	Sell	-2,400	Closed	-$63K	–	3794
2015 Q1	$63K	Buy	+2,400	New	+$62.9K	﹤0.01%	1860

Other funds holding BSJG

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

PIM

Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return

Creative Planning's BSJG Position: Q4 2016 in Review

Creative Planning sold out of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) in Q4 2016, closing a stake of 600 shares — an estimated $15K sold.

Creative Planning first reported a position in BSJG in Q1 2015 and held it in 5 quarters. The position peaked at $63K in Q1 2015. 2 funds tracked by Wall St. Rank hold BSJG as of Q4 2016.

Creative Planning reported no remaining Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 600 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $15K.
Creative Planning first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q1 2015 and held it in 5 quarters.
Creative Planning's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $63K in Q1 2015.
2 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.