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LifePlan Financial Group’s iShares CMBS ETF CMBS Stock Holding History

LifePlan Financial Group’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$127K Buy
2,283
+1
+0% +$55 0.05% 166
2020
Q2 		$125K Buy
2,282
+2
+0.1% +$108 0.06% 160
2020
Q1 		$122K Buy
2,280
+1,702
+294% +$91.2K 0.07% 150
2019
Q4 		$30K Buy
578
+298
+106% +$15.8K 0.01% 298
2019
Q3 		$15K Hold
280
– – 0.01% 373
2019
Q2 		$15K Buy
+280
New +$14.5K 0.01% 367

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares CMBS ETF (CMBS) stake by 0.04% in Q3 2020, buying an estimated $55 and bringing the position to 2,283 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #166.

LifePlan Financial Group first reported a position in CMBS in Q2 2019 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold CMBS as of Q3 2020.

  • LifePlan Financial Group held 2,283 shares of iShares CMBS ETF worth $127K as of Q3 2020.
  • LifePlan Financial Group bought 1 iShares CMBS ETF share in Q3 2020, an estimated $55.
  • iShares CMBS ETF made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #166 holding.
  • LifePlan Financial Group first reported a position in iShares CMBS ETF in Q2 2019 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2020.

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