Creative Planning’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Creative Planning’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-67,136	Closed	-$1.78M	–	2812
2022 Q4	$1.78M	Buy	67,136 +44,730	+200%	+$1.18M	﹤0.01%	789
2022 Q3	$593K	Sell	22,406 -54,832	-71%	-$1.45M	﹤0.01%	1229
2022 Q2	$2.04M	Buy	+77,238	New	+$2.05M	﹤0.01%	711

Other funds holding IBDD

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Creative Planning's IBDD Position: Q1 2023 in Review

Creative Planning sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 67,136 shares — an estimated $1.78M sold.

Creative Planning first reported a position in IBDD in Q2 2022 and held it in 3 quarters. The position peaked at $2.04M in Q2 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

Creative Planning reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 67,136 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $1.78M.
Creative Planning first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2022 and held it in 3 quarters.
Creative Planning's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $2.04M in Q2 2022.
5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.