Sensible Financial Planning & Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sensible Financial Planning & Management’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-236	Closed	-$12K	–	46
2016 Q3	$12K	Buy	236 +54	+30%	+$2.67K	0.01%	56
2016 Q2	$9K	Hold	182	–	–	0.01%	68
2016 Q1	$8K	Hold	182	–	–	0.01%	66
2015 Q4	$8K	Hold	182	–	–	0.01%	69
2015 Q3	$8K	Buy	+182	New	+$8.45K	0.01%	62

Other funds holding ITOT

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sensible Financial Planning & Management's ITOT Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2016, closing a stake of 236 shares — an estimated $12K sold.

Sensible Financial Planning & Management first reported a position in ITOT in Q3 2015 and held it in 5 quarters. The position peaked at $12K in Q3 2016. 253 funds tracked by Wall St. Rank hold ITOT as of Q4 2016.

Sensible Financial Planning & Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 236 iShares Core S&P Total US Stock Market ETF shares in Q4 2016, an estimated $12K.
Sensible Financial Planning & Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2015 and held it in 5 quarters.
Sensible Financial Planning & Management's iShares Core S&P Total US Stock Market ETF position peaked at $12K in Q3 2016.
253 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.