LifePlan Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$20K	Hold	236	–	–	0.01%	338
2020 Q2	$20K	Buy	236 +4	+2%	+$331	0.01%	334
2020 Q1	$19K	Sell	232 -5	-2%	-$406	0.01%	317
2019 Q4	$19K	Sell	237 -254	-52%	-$20.5K	0.01%	351
2019 Q3	$40K	Buy	491 +1	+0.2%	+$81	0.02%	267
2019 Q2	$39K	Buy	490 +2	+0.4%	+$159	0.02%	267
2019 Q1	$39K	Sell	488 -52	-10%	-$4.1K	0.02%	271
2018 Q4	$42K	Sell	540 -285	-35%	-$22.2K	0.03%	250
2018 Q3	$64K	Buy	825 +88	+12%	+$6.88K	0.03%	227
2018 Q2	$58K	Buy	737 +213	+41%	+$16.6K	0.03%	225
2018 Q1	$41K	Buy	+524	New	+$41.2K	0.02%	252
2014 Q2	–	Sell	-1,700	Closed	-$136K	–	83
2014 Q1	$136K	Hold	1,700	–	–	0.11%	75
2013 Q4	$136K	Hold	1,700	–	–	0.09%	75
2013 Q3	$137K	Buy	+1,700	New	+$136K	0.11%	59

Other funds holding BSV

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LifePlan Financial Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2020 at 236 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #338.

LifePlan Financial Group first reported a position in BSV in Q3 2013 and has held it in 14 quarters since. The position peaked at $137K in Q3 2013. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

LifePlan Financial Group held 236 shares of Vanguard Short-Term Bond ETF worth $20K as of Q3 2020.
LifePlan Financial Group left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2020.
Vanguard Short-Term Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #338 holding.
LifePlan Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and has held it in 14 quarters since.
LifePlan Financial Group's Vanguard Short-Term Bond ETF position peaked at $137K in Q3 2013.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

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