Creative Planning
IBMG

Creative Planning’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Creative Planning’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-982
Closed -$25K – 4695
2017
Q2 		$25K Hold
982
– – ﹤0.01% 3039
2017
Q1 		$25K Buy
+982
New +$25K ﹤0.01% 2992

Other funds holding IBMG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning's IBMG Position: Q3 2017 in Review

Creative Planning sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2017, closing a stake of 982 shares — an estimated $25K sold.

Creative Planning first reported a position in IBMG in Q1 2017 and held it in 2 quarters. The position peaked at $25K in Q2 2017. 70 funds tracked by Wall St. Rank hold IBMG as of Q3 2017.

  • Creative Planning reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 982 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2017, an estimated $25K.
  • Creative Planning first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2017 and held it in 2 quarters.
  • Creative Planning's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $25K in Q2 2017.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.