LifePlan Financial Group’s iShares Agency Bond ETF AGZ Stock Holding History

LifePlan Financial Group’s Portfolio AGZ Stock Details AGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$239K	Buy	1,975 +239	+14%	+$29K	0.1%	116
2020 Q2	$210K	Buy	1,736 +364	+27%	+$43.9K	0.1%	119
2020 Q1	$165K	Sell	1,372 -64	-4%	-$7.55K	0.09%	128
2019 Q4	$166K	Buy	1,436 +495	+53%	+$57.4K	0.07%	145
2019 Q3	$110K	Buy	941 +90	+11%	+$10.4K	0.05%	170
2019 Q2	$98K	Buy	851 +326	+62%	+$37.1K	0.05%	182
2019 Q1	$60K	Buy	525 +55	+12%	+$6.18K	0.03%	224
2018 Q4	$53K	Hold	470	–	–	0.03%	222
2018 Q3	$52K	Buy	+470	New	+$52.2K	0.03%	243

Other funds holding AGZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

LifePlan Financial Group's AGZ Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Agency Bond ETF (AGZ) stake by 14% in Q3 2020, buying an estimated $29K and bringing the position to 1,975 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #116.

LifePlan Financial Group first reported a position in AGZ in Q3 2018 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold AGZ as of Q3 2020.

LifePlan Financial Group held 1,975 shares of iShares Agency Bond ETF worth $239K as of Q3 2020.
LifePlan Financial Group bought 239 iShares Agency Bond ETF shares in Q3 2020, an estimated $29K.
iShares Agency Bond ETF made up 0.1% of LifePlan Financial Group's portfolio in Q3 2020, its #116 holding.
LifePlan Financial Group first reported a position in iShares Agency Bond ETF in Q3 2018 and has held it in 9 quarters since.
131 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.