Creative Planning’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-400	Closed	-$40K	–	4654
2017 Q2	$40K	Hold	400	–	–	﹤0.01%	2675
2017 Q1	$40K	Hold	400	–	–	﹤0.01%	2630
2016 Q4	$40K	Buy	+400	New	+$40K	﹤0.01%	2559