Creative Planning

Creative Planning’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Creative Planning’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-226	Closed	-$4.27K	–	2919
2023 Q3	$4.27K	Buy	+226	New	+$4.36K	﹤0.01%	2738

Other funds holding IBTK

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Bank of America

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

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return