LFG
GBF icon

LifePlan Financial Group’s iShares Government/Credit Bond ETF GBF Stock Holding History

LifePlan Financial Group’s Portfolio GBF Stock Details GBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-41,022
Closed -$4.72M – 101
2016
Q1 		$4.72M Buy
41,022
+11,029
+37% +$1.25M 3.35% 7
2015
Q4 		$3.35M Buy
29,993
+817
+3% +$92K 2.38% 17
2015
Q3 		$3.3M Buy
+29,176
New +$3.29M 2.4% 18

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

LifePlan Financial Group's GBF Position: Q2 2016 in Review

LifePlan Financial Group sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2016, closing a stake of 41,022 shares — an estimated $4.72M sold.

LifePlan Financial Group first reported a position in GBF in Q3 2015 and held it in 3 quarters. The position peaked at $4.72M in Q1 2016. 42 funds tracked by Wall St. Rank hold GBF as of Q2 2016.

  • LifePlan Financial Group reported no remaining iShares Government/Credit Bond ETF position as of Q2 2016 after selling out during the quarter.
  • LifePlan Financial Group sold 41,022 iShares Government/Credit Bond ETF shares in Q2 2016, an estimated $4.72M.
  • LifePlan Financial Group first reported a position in iShares Government/Credit Bond ETF in Q3 2015 and held it in 3 quarters.
  • LifePlan Financial Group's iShares Government/Credit Bond ETF position peaked at $4.72M in Q1 2016.
  • 42 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2016.

Based on LifePlan Financial Group's 13F filing for Q2 2016, filed 7 Jul 2016.