Creative Planning’s ISHARES TARGET DATE 2030 ETF TZL Stock Holding History

Creative Planning’s Portfolio TZL Stock Details TZL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-1,000	Closed	-$40K	–	3635
2013 Q3	$40K	Buy	1,000 +512	+105%	+$20.1K	﹤0.01%	1658
2013 Q2	$19K	Buy	+488	New	+$18.8K	﹤0.01%	1978

Other funds holding TZL

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Creative Planning's TZL Position: Q4 2013 in Review

Creative Planning sold out of ISHARES TARGET DATE 2030 ETF (TZL) in Q4 2013, closing a stake of 1,000 shares — an estimated $40K sold.

Creative Planning first reported a position in TZL in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q3 2013. 4 funds tracked by Wall St. Rank hold TZL as of Q4 2013.

Creative Planning reported no remaining ISHARES TARGET DATE 2030 ETF position as of Q4 2013 after selling out during the quarter.
Creative Planning sold 1,000 ISHARES TARGET DATE 2030 ETF shares in Q4 2013, an estimated $40K.
Creative Planning first reported a position in ISHARES TARGET DATE 2030 ETF in Q2 2013 and held it in 2 quarters.
Creative Planning's ISHARES TARGET DATE 2030 ETF position peaked at $40K in Q3 2013.
4 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2030 ETF as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.