Creative Planning’s BlackRock Maryland Municipal Bond Trust BZM Stock Holding History

Creative Planning’s Portfolio BZM Stock Details BZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-28,235	Closed	-$395K	–	2531
2020 Q3	$395K	Hold	28,235	–	–	﹤0.01%	1259
2020 Q2	$383K	Hold	28,235	–	–	﹤0.01%	1170
2020 Q1	$401K	Hold	28,235	–	–	﹤0.01%	1057
2019 Q4	$438K	Hold	28,235	–	–	﹤0.01%	1183
2019 Q3	$407K	Hold	28,235	–	–	﹤0.01%	1188
2019 Q2	$414K	Hold	28,235	–	–	﹤0.01%	1179
2019 Q1	$413K	Hold	28,235	–	–	﹤0.01%	1146
2018 Q4	$369K	Hold	28,235	–	–	﹤0.01%	1113
2018 Q3	$389K	Sell	28,235 -59	-0.2%	-$819	﹤0.01%	1235
2018 Q2	$379K	Buy	28,294 +59	+0.2%	+$786	﹤0.01%	1236
2018 Q1	$376K	Hold	28,235	–	–	﹤0.01%	1226
2017 Q4	$385K	Buy	28,235 +2	+0%	+$28	﹤0.01%	1225
2017 Q3	$399K	Hold	28,233	–	–	﹤0.01%	1155
2017 Q2	$413K	Buy	+28,233	New	+$413K	﹤0.01%	1114
2016 Q3	–	Sell	-2,000	Closed	-$32K	–	4960
2016 Q2	$32K	Buy	+2,000	New	+$31.7K	﹤0.01%	2458

Other funds holding BZM

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

CHA

Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

FFA

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

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's BZM Position: Q4 2020 in Review

Creative Planning sold out of BlackRock Maryland Municipal Bond Trust (BZM) in Q4 2020, closing a stake of 28,235 shares — an estimated $395K sold.

Creative Planning first reported a position in BZM in Q2 2016 and held it in 15 quarters. The position peaked at $438K in Q4 2019. 10 funds tracked by Wall St. Rank hold BZM as of Q4 2020.

Creative Planning reported no remaining BlackRock Maryland Municipal Bond Trust position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 28,235 BlackRock Maryland Municipal Bond Trust shares in Q4 2020, an estimated $395K.
Creative Planning first reported a position in BlackRock Maryland Municipal Bond Trust in Q2 2016 and held it in 15 quarters.
Creative Planning's BlackRock Maryland Municipal Bond Trust position peaked at $438K in Q4 2019.
10 funds tracked by Wall St. Rank held BlackRock Maryland Municipal Bond Trust as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.