Creative Planning’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Creative Planning’s Portfolio IGLB Stock Details IGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-40	Closed	-$2K	–	4709
2017 Q1	$2K	Buy	+40	New	+$2.36K	﹤0.01%	4289
2016 Q4	–	Sell	-520	Closed	-$33K	–	4714
2016 Q3	$33K	Buy	+520	New	+$33K	﹤0.01%	2669
2015 Q4	–	Sell	-380	Closed	-$22K	–	4482
2015 Q3	$22K	Buy	+380	New	+$21.8K	﹤0.01%	2651
2015 Q2	–	Sell	-145	Closed	-$9K	–	1982
2015 Q1	$9K	Hold	145	–	–	﹤0.01%	3250
2014 Q4	$9K	Hold	145	–	–	﹤0.01%	3180
2014 Q3	$9K	Hold	145	–	–	﹤0.01%	2999
2014 Q2	$9K	Hold	145	–	–	﹤0.01%	2930
2014 Q1	$8K	Hold	145	–	–	﹤0.01%	2852
2013 Q4	$8K	Hold	145	–	–	﹤0.01%	2665
2013 Q3	$8K	Hold	145	–	–	﹤0.01%	2551
2013 Q2	$8K	Buy	+145	New	+$8.71K	﹤0.01%	2359

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Creative Planning's IGLB Position: Q2 2017 in Review

Creative Planning sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2017, closing a stake of 40 shares — an estimated $2K sold.

Creative Planning first reported a position in IGLB in Q2 2013 and held it in 11 quarters. The position peaked at $33K in Q3 2016. 85 funds tracked by Wall St. Rank hold IGLB as of Q2 2017.

Creative Planning reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 40 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2017, an estimated $2K.
Creative Planning first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 11 quarters.
Creative Planning's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $33K in Q3 2016.
85 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.