Creative Planning’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Creative Planning’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-249,818	Closed	-$6.2M	–	3142
2023 Q3	$6.2M	Sell	249,818 -7,069	-3%	-$175K	0.01%	468
2023 Q2	$6.37M	Sell	256,887 -26,457	-9%	-$655K	0.01%	450
2023 Q1	$7.03M	Buy	283,344 +32,360	+13%	+$801K	0.01%	412
2022 Q4	$6.2M	Buy	250,984 +141,330	+129%	+$3.49M	0.01%	434
2022 Q3	$2.72M	Buy	109,654 +69,152	+171%	+$1.72M	﹤0.01%	599
2022 Q2	$1.01M	Buy	+40,502	New	+$1.01M	﹤0.01%	974

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Creative Planning's IBTD Position: Q4 2023 in Review

Creative Planning sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 249,818 shares — an estimated $6.2M sold.

Creative Planning first reported a position in IBTD in Q2 2022 and held it in 6 quarters. The position peaked at $7.03M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Creative Planning reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 249,818 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $6.2M.
Creative Planning first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
Creative Planning's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $7.03M in Q1 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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