LifePlan Financial Group’s iShares GNMA Bond ETF GNMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$20K	Hold	395	–	–	0.01%	340
2020 Q2	$20K	Hold	395	–	–	0.01%	338
2020 Q1	$20K	Buy	395 +99	+33%	+$4.99K	0.01%	311
2019 Q4	$15K	Hold	296	–	–	0.01%	381
2019 Q3	$15K	Hold	296	–	–	0.01%	375
2019 Q2	$15K	Sell	296 -221	-43%	-$10.9K	0.01%	369
2019 Q1	$26K	Sell	517 -189	-27%	-$9.25K	0.01%	319
2018 Q4	$34K	Hold	706	–	–	0.02%	275
2018 Q3	$34K	Hold	706	–	–	0.02%	279
2018 Q2	$34K	Sell	706 -193	-21%	-$9.32K	0.02%	275
2018 Q1	$44K	Buy	+899	New	+$43.8K	0.03%	243

Other funds holding GNMA

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

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

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

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

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

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $154M AUM 21.65% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

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

LifePlan Financial Group held its iShares GNMA Bond ETF (GNMA) position steady in Q3 2020 at 395 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #340.

LifePlan Financial Group first reported a position in GNMA in Q1 2018 and has held it in 11 quarters since. The position peaked at $44K in Q1 2018. 72 funds tracked by Wall St. Rank hold GNMA as of Q3 2020.

LifePlan Financial Group held 395 shares of iShares GNMA Bond ETF worth $20K as of Q3 2020.
LifePlan Financial Group left its iShares GNMA Bond ETF share count unchanged in Q3 2020.
iShares GNMA Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #340 holding.
LifePlan Financial Group first reported a position in iShares GNMA Bond ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares GNMA Bond ETF position peaked at $44K in Q1 2018.
72 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2020.

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