Creative Planning’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Creative Planning’s Portfolio IBMJ Stock Details IBMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,479	Closed	-$268K	–	2270
2021 Q3	$268K	Buy	+10,479	New	+$268K	﹤0.01%	1667

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning's IBMJ Position: Q4 2021 in Review

Creative Planning sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 10,479 shares — an estimated $268K sold.

Creative Planning first reported a position in IBMJ in Q3 2021 and held it in 1 quarter. The position peaked at $268K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Creative Planning reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Creative Planning sold 10,479 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $268K.
Creative Planning first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2021 and held it in 1 quarter.
Creative Planning's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $268K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.