Creative Planning
IBDK

Creative Planning’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Creative Planning’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,200
Closed -$30K – 4667
2017
Q2 		$30K Hold
1,200
– – ﹤0.01% 2899
2017
Q1 		$30K Hold
1,200
– – ﹤0.01% 2854
2016
Q4 		$30K Hold
1,200
– – ﹤0.01% 2808
2016
Q3 		$30K Buy
+1,200
New +$30.3K ﹤0.01% 2762

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Creative Planning's IBDK Position: Q3 2017 in Review

Creative Planning sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2017, closing a stake of 1,200 shares — an estimated $30K sold.

Creative Planning first reported a position in IBDK in Q3 2016 and held it in 4 quarters. The position peaked at $30K in Q2 2017. 67 funds tracked by Wall St. Rank hold IBDK as of Q3 2017.

  • Creative Planning reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,200 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2017, an estimated $30K.
  • Creative Planning first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2016 and held it in 4 quarters.
  • Creative Planning's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $30K in Q2 2017.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2017.

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