Creative Planning
IBML

Creative Planning’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Creative Planning’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-77,977
Closed -$1.99M – 3145
2023
Q3 		$1.99M Buy
77,977
+5,250
+7% +$134K ﹤0.01% 851
2023
Q2 		$1.85M Sell
72,727
-801
-1% -$20.4K ﹤0.01% 855
2023
Q1 		$1.87M Buy
73,528
+6,148
+9% +$156K ﹤0.01% 800
2022
Q4 		$1.71M Sell
67,380
-8,759
-12% -$222K ﹤0.01% 809
2022
Q3 		$1.92M Buy
76,139
+5,636
+8% +$143K ﹤0.01% 711
2022
Q2 		$1.8M Buy
70,503
+31,545
+81% +$802K ﹤0.01% 753
2022
Q1 		$992K Sell
38,958
-3,596
-8% -$92.4K ﹤0.01% 985
2021
Q4 		$1.1M Sell
42,554
-985
-2% -$25.6K ﹤0.01% 910
2021
Q3 		$1.13M Sell
43,539
-121
-0.3% -$3.16K ﹤0.01% 888
2021
Q2 		$1.14M Buy
+43,660
New +$1.14M ﹤0.01% 882

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Creative Planning's IBML Position: Q4 2023 in Review

Creative Planning sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 77,977 shares — an estimated $1.99M sold.

Creative Planning first reported a position in IBML in Q2 2021 and held it in 10 quarters. The position peaked at $1.99M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Creative Planning reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 77,977 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.99M.
  • Creative Planning first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2021 and held it in 10 quarters.
  • Creative Planning's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.99M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.