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
2020 Q4	–	Sell	-14	Closed	-$1K	–	2401
2020 Q3	$1K	Buy	+14	New	+$20.3K	﹤0.01%	2115

Other funds holding IBIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.