Creative Planning
IBIO icon

Creative Planning’s iBio IBIO Stock Holding History

Creative Planning’s Portfolio IBIO Stock Details IBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-51
Closed -$27K – 2652
2020
Q4 		$27K Buy
51
+42
+467% +$34.2K ﹤0.01% 2159
2020
Q3 		$9K Buy
+9
New +$13K ﹤0.01% 2022
2020
Q1 		– Sell
-69
Closed -$9K – 1973
2019
Q4 		$9K Buy
+69
New +$9.36K ﹤0.01% 1913
2018
Q2 		– Sell
-9
Closed -$10K – 2111
2018
Q1 		$10K Buy
+9
New +$9.45K ﹤0.01% 1932
2016
Q3 		– Sell
-1
Closed -$2K – 4651
2016
Q2 		$2K Buy
+1
New +$3.27K ﹤0.01% 4017

Other funds holding IBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's IBIO Position: Q1 2021 in Review

Creative Planning sold out of iBio (IBIO) in Q1 2021, closing a stake of 51 shares — an estimated $27K sold.

Creative Planning first reported a position in IBIO in Q2 2016 and held it in 5 quarters. The position peaked at $27K in Q4 2020. 91 funds tracked by Wall St. Rank hold IBIO as of Q1 2021.

  • Creative Planning reported no remaining iBio position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 51 iBio shares in Q1 2021, an estimated $27K.
  • Creative Planning first reported a position in iBio in Q2 2016 and held it in 5 quarters.
  • Creative Planning's iBio position peaked at $27K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held iBio as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.