Creative Planning
IBDO

Creative Planning’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Creative Planning’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-356,223
Closed -$9.03M – 3141
2023
Q3 		$9.03M Sell
356,223
-4,305
-1% -$109K 0.01% 377
2023
Q2 		$9.12M Buy
360,528
+52,544
+17% +$1.32M 0.01% 370
2023
Q1 		$7.76M Buy
307,984
+116,734
+61% +$2.93M 0.01% 393
2022
Q4 		$4.79M Buy
191,250
+110,446
+137% +$2.76M 0.01% 502
2022
Q3 		$2.02M Buy
80,804
+41,217
+104% +$1.03M ﹤0.01% 699
2022
Q2 		$993K Buy
+39,587
New +$996K ﹤0.01% 983

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's IBDO Position: Q4 2023 in Review

Creative Planning sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 356,223 shares — an estimated $9.03M sold.

Creative Planning first reported a position in IBDO in Q2 2022 and held it in 6 quarters. The position peaked at $9.12M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Creative Planning reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 356,223 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $9.03M.
  • Creative Planning first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • Creative Planning's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $9.12M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.