LifePlan Financial Group’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$4K	Hold	129	–	–	﹤0.01%	495
2020 Q2	$3K	Hold	129	–	–	﹤0.01%	511
2020 Q1	$3K	Hold	129	–	–	﹤0.01%	492
2019 Q4	$3K	Hold	129	–	–	﹤0.01%	494
2019 Q3	$3K	Hold	129	–	–	﹤0.01%	492
2019 Q2	$3K	Sell	129 -452	-78%	-$11.9K	﹤0.01%	490
2019 Q1	$15K	Sell	581 -161	-22%	-$4.15K	0.01%	369
2018 Q4	$18K	Buy	742 +290	+64%	+$7.39K	0.01%	340
2018 Q3	$12K	Hold	452	–	–	0.01%	371
2018 Q2	$12K	Buy	+452	New	+$12K	0.01%	366

Other funds holding FALN

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

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

LifePlan Financial Group held its iShares Fallen Angels USD Bond ETF (FALN) position steady in Q3 2020 at 129 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

LifePlan Financial Group first reported a position in FALN in Q2 2018 and has held it in 10 quarters since. The position peaked at $18K in Q4 2018. 67 funds tracked by Wall St. Rank hold FALN as of Q3 2020.

LifePlan Financial Group held 129 shares of iShares Fallen Angels USD Bond ETF worth $4K as of Q3 2020.
LifePlan Financial Group left its iShares Fallen Angels USD Bond ETF share count unchanged in Q3 2020.
iShares Fallen Angels USD Bond ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #495 holding.
LifePlan Financial Group first reported a position in iShares Fallen Angels USD Bond ETF in Q2 2018 and has held it in 10 quarters since.
LifePlan Financial Group's iShares Fallen Angels USD Bond ETF position peaked at $18K in Q4 2018.
67 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2020.

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