Creative Planning’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Creative Planning’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20,609	Closed	-$534K	–	2652
2022 Q3	$534K	Sell	20,609 -45,690	-69%	-$1.18M	﹤0.01%	1294
2022 Q2	$1.72M	Buy	66,299 +46,063	+228%	+$1.19M	﹤0.01%	770
2022 Q1	$525K	Sell	20,236 -3,762	-16%	-$97.7K	﹤0.01%	1299
2021 Q4	$625K	Sell	23,998 -11,702	-33%	-$306K	﹤0.01%	1190
2021 Q3	$935K	Buy	35,700 +6,958	+24%	+$182K	﹤0.01%	979
2021 Q2	$755K	Buy	+28,742	New	+$756K	﹤0.01%	1064

Other funds holding IBMK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Creative Planning's IBMK Position: Q4 2022 in Review

Creative Planning sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 20,609 shares — an estimated $534K sold.

Creative Planning first reported a position in IBMK in Q2 2021 and held it in 6 quarters. The position peaked at $1.72M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Creative Planning reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 20,609 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $534K.
Creative Planning first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2021 and held it in 6 quarters.
Creative Planning's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $1.72M in Q2 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.