Creative Planning’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Creative Planning’s Portfolio TDTF Stock Details TDTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-326	Closed	-$8K	–	3524
2017 Q2	$8K	Sell	326 -266	-45%	-$6.69K	﹤0.01%	3776
2017 Q1	$15K	Buy	592 +388	+190%	+$9.76K	﹤0.01%	3345
2016 Q4	$5K	Sell	204 -355	-64%	-$8.94K	﹤0.01%	3974
2016 Q3	$14K	Sell	559 -945	-63%	-$24K	﹤0.01%	3286
2016 Q2	$39K	Buy	+1,504	New	+$38.1K	﹤0.01%	2320

Other funds holding TDTF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's TDTF Position: Q3 2017 in Review

Creative Planning sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q3 2017, closing a stake of 326 shares — an estimated $8K sold.

Creative Planning first reported a position in TDTF in Q2 2016 and held it in 5 quarters. The position peaked at $39K in Q2 2016. 29 funds tracked by Wall St. Rank hold TDTF as of Q3 2017.

Creative Planning reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 326 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q3 2017, an estimated $8K.
Creative Planning first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q2 2016 and held it in 5 quarters.
Creative Planning's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $39K in Q2 2016.
29 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q3 2017.

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