LifePlan Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$146K	Buy	1,560 +981	+169%	+$91.9K	0.06%	156
2020 Q2	$54K	Buy	579 +2	+0.3%	+$183	0.02%	237
2020 Q1	$52K	Sell	577 -3	-0.5%	-$266	0.03%	219
2019 Q4	$51K	Buy	580 +1	+0.2%	+$88	0.02%	243
2019 Q3	$51K	Buy	579 +1	+0.2%	+$87	0.02%	239
2019 Q2	$50K	Sell	578 -238	-29%	-$20.1K	0.02%	242
2019 Q1	$69K	Hold	816	–	–	0.04%	211
2018 Q4	$66K	Sell	816 -143	-15%	-$11.4K	0.04%	208
2018 Q3	$77K	Buy	959 +42	+5%	+$3.4K	0.04%	203
2018 Q2	$74K	Buy	917 +100	+12%	+$8.08K	0.04%	203
2018 Q1	$67K	Buy	+817	New	+$67K	0.04%	198
2015 Q1	–	Sell	-3,958	Closed	-$335K	–	80
2014 Q4	$335K	Buy	+3,958	New	+$337K	0.22%	52

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LifePlan Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 169% in Q3 2020, buying an estimated $91.9K and bringing the position to 1,560 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #156.

LifePlan Financial Group first reported a position in BIV in Q4 2014 and has held it in 12 quarters since. The position peaked at $335K in Q4 2014. 560 funds tracked by Wall St. Rank hold BIV as of Q3 2020.

LifePlan Financial Group held 1,560 shares of Vanguard Intermediate-Term Bond ETF worth $146K as of Q3 2020.
LifePlan Financial Group bought 981 Vanguard Intermediate-Term Bond ETF shares in Q3 2020, an estimated $91.9K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of LifePlan Financial Group's portfolio in Q3 2020, its #156 holding.
LifePlan Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 12 quarters since.
LifePlan Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $335K in Q4 2014.
560 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2020.

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