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LifePlan Financial Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

LifePlan Financial Group’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.3M Sell
15,508
-2,363
-13% -$199K 0.56% 46
2020
Q2 		$1.46M Sell
17,871
-52
-0.3% -$4.19K 0.67% 43
2020
Q1 		$1.38M Sell
17,923
-12,216
-41% -$1.03M 0.75% 42
2019
Q4 		$2.65M Buy
30,139
+4,275
+17% +$372K 1.18% 26
2019
Q3 		$2.25M Sell
25,864
-2,185
-8% -$190K 1.06% 28
2019
Q2 		$2.44M Sell
28,049
-1,797
-6% -$155K 1.18% 26
2019
Q1 		$2.58M Sell
29,846
-562
-2% -$47.7K 1.38% 25
2018
Q4 		$2.47M Sell
30,408
-573
-2% -$48K 1.54% 24
2018
Q3 		$2.68M Buy
30,981
+2,723
+10% +$234K 1.45% 25
2018
Q2 		$2.4M Buy
28,258
+3,225
+13% +$276K 1.34% 23
2018
Q1 		$2.14M Sell
25,033
-8,769
-26% -$758K 1.25% 25
2017
Q4 		$3M Hold
33,802
– – 1.91% 23
2017
Q3 		$3M Sell
33,802
-575
-2% -$50.7K 1.91% 23
2017
Q2 		$3.04M Buy
34,377
+2,177
+7% +$192K 2.08% 19
2017
Q1 		$2.83M Buy
32,200
+17,957
+126% +$1.57M 1.96% 21
2016
Q4 		$1.23M Buy
14,243
+5,151
+57% +$444K 0.87% 41
2016
Q3 		$793K Buy
9,092
+2,751
+43% +$237K 0.54% 46
2016
Q2 		$537K Buy
6,341
+2,017
+47% +$168K 0.37% 51
2016
Q1 		$353K Buy
4,324
+131
+3% +$10.4K 0.25% 66
2015
Q4 		$338K Buy
4,193
+155
+4% +$12.9K 0.24% 68
2015
Q3 		$336K Sell
4,038
-25,681
-86% -$2.23M 0.24% 65
2015
Q2 		$2.64M Sell
29,719
-28,044
-49% -$2.54M 1.77% 20
2015
Q1 		$5.23M Buy
57,763
+8,200
+17% +$742K 3.48% 12
2014
Q4 		$4.44M Buy
+49,563
New +$4.51M 2.95% 12

Other funds holding HYG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LifePlan Financial Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 13% in Q3 2020, selling an estimated $199K and leaving 15,508 shares worth $1.3M. The position accounts for 0.56% of the portfolio, ranked #46.

LifePlan Financial Group first reported a position in HYG in Q4 2014 and has held it in 24 quarters since. The position peaked at $5.23M in Q1 2015. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

  • LifePlan Financial Group held 15,508 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.3M as of Q3 2020.
  • LifePlan Financial Group sold 2,363 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $199K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.56% of LifePlan Financial Group's portfolio in Q3 2020, its #46 holding.
  • LifePlan Financial Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and has held it in 24 quarters since.
  • LifePlan Financial Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $5.23M in Q1 2015.
  • 782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

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