Creative Planning’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Creative Planning’s Portfolio IBMF Stock Details IBMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-200	Closed	-$5K	–	5086
2016 Q4	$5K	Sell	200 -1,625	-89%	-$44.3K	﹤0.01%	4016
2016 Q3	$50K	Buy	+1,825	New	+$49.9K	﹤0.01%	2371
2016 Q2	–	Sell	-364	Closed	-$10K	–	4651
2016 Q1	$10K	Buy	+364	New	+$9.98K	﹤0.01%	3263

Other funds holding IBMF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Creative Planning's IBMF Position: Q1 2017 in Review

Creative Planning sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q1 2017, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in IBMF in Q1 2016 and held it in 3 quarters. The position peaked at $50K in Q3 2016. 59 funds tracked by Wall St. Rank hold IBMF as of Q1 2017.

Creative Planning reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 200 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q1 2017, an estimated $5K.
Creative Planning first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q1 2016 and held it in 3 quarters.
Creative Planning's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $50K in Q3 2016.
59 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.