Creative Planning’s KraneShares Bloomberg China Bond Inclusion Index ETF KBND Stock Holding History

Creative Planning’s Portfolio KBND Stock Details KBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-605	Closed	-$20K	–	3886
2017 Q2	$20K	Hold	605	–	–	﹤0.01%	3194
2017 Q1	$20K	Sell	605 -156	-20%	-$5.07K	﹤0.01%	3146
2016 Q4	$24K	Sell	761 -11	-1%	-$358	﹤0.01%	2967
2016 Q3	$26K	Hold	772	–	–	﹤0.01%	2879
2016 Q2	$26K	Buy	772 +86	+13%	+$2.9K	﹤0.01%	2611
2016 Q1	$23K	Buy	686 +104	+18%	+$3.48K	﹤0.01%	2660
2015 Q4	$20K	Sell	582 -149	-20%	-$5.1K	﹤0.01%	2859
2015 Q3	$25K	Buy	+731	New	+$25.2K	﹤0.01%	2568

Other funds holding KBND

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Creative Planning's KBND Position: Q3 2017 in Review

Creative Planning sold out of KraneShares Bloomberg China Bond Inclusion Index ETF (KBND) in Q3 2017, closing a stake of 605 shares — an estimated $20K sold.

Creative Planning first reported a position in KBND in Q3 2015 and held it in 8 quarters. The position peaked at $26K in Q3 2016. 6 funds tracked by Wall St. Rank hold KBND as of Q3 2017.

Creative Planning reported no remaining KraneShares Bloomberg China Bond Inclusion Index ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 605 KraneShares Bloomberg China Bond Inclusion Index ETF shares in Q3 2017, an estimated $20K.
Creative Planning first reported a position in KraneShares Bloomberg China Bond Inclusion Index ETF in Q3 2015 and held it in 8 quarters.
Creative Planning's KraneShares Bloomberg China Bond Inclusion Index ETF position peaked at $26K in Q3 2016.
6 funds tracked by Wall St. Rank held KraneShares Bloomberg China Bond Inclusion Index ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.