Creative Planning’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Creative Planning’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-25,866	Closed	-$647K	–	2666
2022 Q3	$647K	Sell	25,866 -1,155	-4%	-$28.9K	﹤0.01%	1172
2022 Q2	$676K	Buy	+27,021	New	+$676K	﹤0.01%	1149

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's IBDN Position: Q4 2022 in Review

Creative Planning sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 25,866 shares — an estimated $647K sold.

Creative Planning first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $676K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Creative Planning reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 25,866 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $647K.
Creative Planning first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
Creative Planning's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $676K in Q2 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.