Creative Planning
IBCC

Creative Planning’s iShares iBonds Mar 2018 Term Corporate ex-Financials ETF IBCC Stock Holding History

Creative Planning’s Portfolio IBCC Stock Details IBCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,025
Closed -$50K – 4466
2017
Q2 		$50K Hold
2,025
– – ﹤0.01% 2519
2017
Q1 		$50K Buy
+2,025
New +$49.9K ﹤0.01% 2484

Other funds holding IBCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's IBCC Position: Q3 2017 in Review

Creative Planning sold out of iShares iBonds Mar 2018 Term Corporate ex-Financials ETF (IBCC) in Q3 2017, closing a stake of 2,025 shares — an estimated $50K sold.

Creative Planning first reported a position in IBCC in Q1 2017 and held it in 2 quarters. The position peaked at $50K in Q2 2017. 14 funds tracked by Wall St. Rank hold IBCC as of Q3 2017.

  • Creative Planning reported no remaining iShares iBonds Mar 2018 Term Corporate ex-Financials ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,025 iShares iBonds Mar 2018 Term Corporate ex-Financials ETF shares in Q3 2017, an estimated $50K.
  • Creative Planning first reported a position in iShares iBonds Mar 2018 Term Corporate ex-Financials ETF in Q1 2017 and held it in 2 quarters.
  • Creative Planning's iShares iBonds Mar 2018 Term Corporate ex-Financials ETF position peaked at $50K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ex-Financials ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.