Creative Planning
IBMH

Creative Planning’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Creative Planning’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-768
Closed -$20K – 4610
2016
Q1 		$20K Buy
+768
New +$19.7K ﹤0.01% 2773

Other funds holding IBMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's IBMH Position: Q2 2016 in Review

Creative Planning sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q2 2016, closing a stake of 768 shares — an estimated $20K sold.

Creative Planning first reported a position in IBMH in Q1 2016 and held it in 1 quarter. The position peaked at $20K in Q1 2016. 43 funds tracked by Wall St. Rank hold IBMH as of Q2 2016.

  • Creative Planning reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 768 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2016, an estimated $20K.
  • Creative Planning first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2016 and held it in 1 quarter.
  • Creative Planning's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $20K in Q1 2016.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.