Creative Planning’s ISHARES TARGET DATE 2020 ETF TZG Stock Holding History

Creative Planning’s Portfolio TZG Stock Details TZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-1,551	Closed	-$62K	–	4594
2014 Q3	$62K	Buy	1,551 +11	+0.7%	+$448	﹤0.01%	1783
2014 Q2	$63K	Buy	1,540 +5	+0.3%	+$202	﹤0.01%	1732
2014 Q1	$61K	Buy	1,535 +8	+0.5%	+$315	﹤0.01%	1687
2013 Q4	$60K	Buy	1,527 +6	+0.4%	+$232	﹤0.01%	1488
2013 Q3	$58K	Sell	1,521 -2,490	-62%	-$93.1K	﹤0.01%	1433
2013 Q2	$147K	Buy	+4,011	New	+$149K	﹤0.01%	785

Creative Planning's TZG Position: Q4 2014 in Review

Creative Planning sold out of ISHARES TARGET DATE 2020 ETF (TZG) in Q4 2014, closing a stake of 1,551 shares — an estimated $62K sold.

Creative Planning first reported a position in TZG in Q2 2013 and held it in 6 quarters. The position peaked at $147K in Q2 2013. 0 funds tracked by Wall St. Rank hold TZG as of Q4 2014.

Creative Planning reported no remaining ISHARES TARGET DATE 2020 ETF position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 1,551 ISHARES TARGET DATE 2020 ETF shares in Q4 2014, an estimated $62K.
Creative Planning first reported a position in ISHARES TARGET DATE 2020 ETF in Q2 2013 and held it in 6 quarters.
Creative Planning's ISHARES TARGET DATE 2020 ETF position peaked at $147K in Q2 2013.
0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2020 ETF as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.