Creative Planning’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Creative Planning’s Portfolio IBND Stock Details IBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-60	Closed	-$2K	–	4768
2016 Q4	$2K	Buy	+60	New	+$1.89K	﹤0.01%	4268
2015 Q2	–	Sell	-443	Closed	-$14K	–	1952
2015 Q1	$14K	Sell	443 -155	-26%	-$5.01K	﹤0.01%	2976
2014 Q4	$21K	Buy	598 +155	+35%	+$5.44K	﹤0.01%	2606
2014 Q3	$16K	Hold	443	–	–	﹤0.01%	2666
2014 Q2	$17K	Sell	443 -473	-52%	-$17.7K	﹤0.01%	2581
2014 Q1	$34K	Buy	916 +2	+0.2%	+$74	﹤0.01%	2050
2013 Q4	$33K	Buy	914 +1	+0.1%	+$36	﹤0.01%	1882
2013 Q3	$33K	Sell	913 -7,288	-89%	-$256K	﹤0.01%	1775
2013 Q2	$281K	Buy	+8,201	New	+$287K	0.01%	572

Other funds holding IBND

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Creative Planning's IBND Position: Q1 2017 in Review

Creative Planning sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2017, closing a stake of 60 shares — an estimated $2K sold.

Creative Planning first reported a position in IBND in Q2 2013 and held it in 9 quarters. The position peaked at $281K in Q2 2013. 48 funds tracked by Wall St. Rank hold IBND as of Q1 2017.

Creative Planning reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 60 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2017, an estimated $2K.
Creative Planning first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2013 and held it in 9 quarters.
Creative Planning's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $281K in Q2 2013.
48 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.