Creative Planning
IBTJ icon

Creative Planning’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Creative Planning’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-181
Closed -$3.8K – 2918
2023
Q3 		$3.8K Buy
+181
New +$3.86K ﹤0.01% 2752

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1WM
1858 Wealth Management Akron, Ohio $142M AUM 30.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Creative Planning's IBTJ Position: Q4 2023 in Review

Creative Planning sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2023, closing a stake of 181 shares — an estimated $3.8K sold.

Creative Planning first reported a position in IBTJ in Q3 2023 and held it in 1 quarter. The position peaked at $3.8K in Q3 2023. 73 funds tracked by Wall St. Rank hold IBTJ as of Q4 2023.

  • Creative Planning reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 181 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2023, an estimated $3.8K.
  • Creative Planning first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Creative Planning's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $3.8K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2023.

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