LifePlan Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$5.47M	Buy	195,736 +3,831	+2%	+$107K	2.36%	10
2020 Q2	$5.37M	Sell	191,905 -114,433	-37%	-$3.2M	2.45%	10
2020 Q1	$8.58M	Buy	306,338 +1,690	+0.6%	+$45.3K	4.65%	1
2019 Q4	$7.9M	Buy	304,648 +8,617	+3%	+$225K	3.52%	2
2019 Q3	$7.79M	Buy	296,031 +11,320	+4%	+$296K	3.67%	1
2019 Q2	$7.35M	Buy	284,711 +254,644	+847%	+$6.45M	3.54%	2
2019 Q1	$759K	Buy	30,067 +23,558	+362%	+$586K	0.4%	49
2018 Q4	$160K	Sell	6,509 -722	-10%	-$17.6K	0.1%	136
2018 Q3	$176K	Hold	7,231	–	–	0.1%	133
2018 Q2	$178K	Sell	7,231 -53	-0.7%	-$1.3K	0.1%	128
2018 Q1	$180K	Buy	+7,284	New	+$180K	0.11%	118
2014 Q2	–	Sell	-328	Closed	-$8K	–	120
2014 Q1	$8K	Buy	+328	New	+$8.04K	0.01%	189

Other funds holding GOVT

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LifePlan Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 2% in Q3 2020, buying an estimated $107K and bringing the position to 195,736 shares worth $5.47M. The position accounts for 2.36% of the portfolio, ranked #10.

LifePlan Financial Group first reported a position in GOVT in Q1 2014 and has held it in 12 quarters since. The position peaked at $8.58M in Q1 2020. 443 funds tracked by Wall St. Rank hold GOVT as of Q3 2020.

LifePlan Financial Group held 195,736 shares of iShares US Treasury Bond ETF worth $5.47M as of Q3 2020.
LifePlan Financial Group bought 3,831 iShares US Treasury Bond ETF shares in Q3 2020, an estimated $107K.
iShares US Treasury Bond ETF made up 2.36% of LifePlan Financial Group's portfolio in Q3 2020, its #10 holding.
LifePlan Financial Group first reported a position in iShares US Treasury Bond ETF in Q1 2014 and has held it in 12 quarters since.
LifePlan Financial Group's iShares US Treasury Bond ETF position peaked at $8.58M in Q1 2020.
443 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2020.

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