Creative Planning
IBTB

Creative Planning’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Creative Planning’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-39,179
Closed -$995K – 2649
2022
Q3 		$995K Buy
39,179
+16,645
+74% +$422K ﹤0.01% 972
2022
Q2 		$571K Buy
+22,534
New +$571K ﹤0.01% 1248

Other funds holding IBTB

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

Creative Planning's IBTB Position: Q4 2022 in Review

Creative Planning sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 39,179 shares — an estimated $995K sold.

Creative Planning first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $995K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Creative Planning reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 39,179 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $995K.
  • Creative Planning first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Creative Planning's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $995K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

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