Creative Planning’s Northern Trust iBoxx 5-Year Target Duration TIPS ETF 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 $59.5B AUM 35.96% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's TDTF Position: Q3 2017 in Review

Creative Planning sold out of Northern Trust iBoxx 5-Year Target Duration TIPS ETF (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 Northern Trust iBoxx 5-Year Target Duration TIPS ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 326 Northern Trust iBoxx 5-Year Target Duration TIPS ETF shares in Q3 2017, an estimated $8K.
Creative Planning first reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in Q2 2016 and held it in 5 quarters.
Creative Planning's Northern Trust iBoxx 5-Year Target Duration TIPS ETF position peaked at $39K in Q2 2016.
29 funds tracked by Wall St. Rank held Northern Trust iBoxx 5-Year Target Duration TIPS ETF as of Q3 2017.

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