Creative Planning’s iShares Government/Credit Bond ETF GBF Stock Holding History

Creative Planning’s Portfolio GBF Stock Details GBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-19	Closed	-$2K	–	1802
2015 Q1	$2K	Hold	19	–	–	﹤0.01%	3869
2014 Q4	$2K	Sell	19 -1,000	-98%	-$114K	﹤0.01%	3812
2014 Q3	$115K	Buy	+1,019	New	+$115K	﹤0.01%	1381

Other funds holding GBF

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

BAC

Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Creative Planning's GBF Position: Q2 2015 in Review

Creative Planning sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2015, closing a stake of 19 shares — an estimated $2K sold.

Creative Planning first reported a position in GBF in Q3 2014 and held it in 3 quarters. The position peaked at $115K in Q3 2014. 31 funds tracked by Wall St. Rank hold GBF as of Q2 2015.

Creative Planning reported no remaining iShares Government/Credit Bond ETF position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 19 iShares Government/Credit Bond ETF shares in Q2 2015, an estimated $2K.
Creative Planning first reported a position in iShares Government/Credit Bond ETF in Q3 2014 and held it in 3 quarters.
Creative Planning's iShares Government/Credit Bond ETF position peaked at $115K in Q3 2014.
31 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.