Creative Planning
IBDM

Creative Planning’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Creative Planning’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,113
Closed -$222K – 2217
2018
Q3 		$222K Buy
+9,113
New +$222K ﹤0.01% 1609

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning's IBDM Position: Q4 2018 in Review

Creative Planning sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2018, closing a stake of 9,113 shares — an estimated $222K sold.

Creative Planning first reported a position in IBDM in Q3 2018 and held it in 1 quarter. The position peaked at $222K in Q3 2018. 131 funds tracked by Wall St. Rank hold IBDM as of Q4 2018.

  • Creative Planning reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 9,113 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2018, an estimated $222K.
  • Creative Planning first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2018 and held it in 1 quarter.
  • Creative Planning's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $222K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.