LifePlan Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$13K	Hold	112	–	–	0.01%	383
2020 Q2	$13K	Sell	112 -14	-11%	-$1.53K	0.01%	385
2020 Q1	$13K	Sell	126 -2	-2%	-$209	0.01%	365
2019 Q4	$13K	Buy	128 +1	+0.8%	+$101	0.01%	393
2019 Q3	$13K	Hold	127	–	–	0.01%	390
2019 Q2	$12K	Buy	127 +1	+0.8%	+$93	0.01%	387
2019 Q1	$12K	Hold	126	–	–	0.01%	388
2018 Q4	$11K	Sell	126 -116	-48%	-$9.89K	0.01%	372
2018 Q3	$21K	Buy	242 +33	+16%	+$2.92K	0.01%	332
2018 Q2	$18K	Buy	209 +82	+65%	+$7.26K	0.01%	339
2018 Q1	$12K	Buy	+127	New	+$11.6K	0.01%	352
2015 Q3	–	Sell	-7,806	Closed	-$684K	–	88
2015 Q2	$684K	Sell	7,806 -50,300	-87%	-$4.6M	0.46%	53
2015 Q1	$5.6M	Sell	58,106 -1,777	-3%	-$171K	3.72%	11
2014 Q4	$5.64M	Buy	59,883 +6,125	+11%	+$565K	3.74%	8
2014 Q3	$4.85M	Buy	+53,758	New	+$4.85M	4.11%	8

Other funds holding BLV

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

LifePlan Financial Group held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2020 at 112 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #383.

LifePlan Financial Group first reported a position in BLV in Q3 2014 and has held it in 15 quarters since. The position peaked at $5.64M in Q4 2014. 228 funds tracked by Wall St. Rank hold BLV as of Q3 2020.

LifePlan Financial Group held 112 shares of Vanguard Long-Term Bond ETF worth $13K as of Q3 2020.
LifePlan Financial Group left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2020.
Vanguard Long-Term Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #383 holding.
LifePlan Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2014 and has held it in 15 quarters since.
LifePlan Financial Group's Vanguard Long-Term Bond ETF position peaked at $5.64M in Q4 2014.
228 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2020.

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