Creative Planning
ILTB icon

Creative Planning’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Creative Planning’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-63
Closed -$4K – 4710
2017
Q1 		$4K Buy
+63
New +$3.85K ﹤0.01% 4052
2016
Q4 		– Sell
-2,233
Closed -$149K – 4715
2016
Q3 		$149K Buy
+2,233
New +$149K ﹤0.01% 1587

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Creative Planning's ILTB Position: Q2 2017 in Review

Creative Planning sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2017, closing a stake of 63 shares — an estimated $4K sold.

Creative Planning first reported a position in ILTB in Q3 2016 and held it in 2 quarters. The position peaked at $149K in Q3 2016. 29 funds tracked by Wall St. Rank hold ILTB as of Q2 2017.

  • Creative Planning reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 63 iShares Core 10+ Year USD Bond ETF shares in Q2 2017, an estimated $4K.
  • Creative Planning first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2016 and held it in 2 quarters.
  • Creative Planning's iShares Core 10+ Year USD Bond ETF position peaked at $149K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2017.

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