LifePlan Financial Group’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$19K	Buy	486 +16	+3%	+$617	0.01%	344
2020 Q2	$18K	Hold	470	–	–	0.01%	350
2020 Q1	$17K	Hold	470	–	–	0.01%	335
2019 Q4	$19K	Hold	470	–	–	0.01%	353
2019 Q3	$19K	Buy	+470	New	+$18.8K	0.01%	353

Other funds holding HYLB

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

LifePlan Financial Group increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 3.4% in Q3 2020, buying an estimated $617 and bringing the position to 486 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #344.

LifePlan Financial Group first reported a position in HYLB in Q3 2019 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold HYLB as of Q3 2020.

LifePlan Financial Group held 486 shares of Xtrackers USD High Yield Corporate Bond ETF worth $19K as of Q3 2020.
LifePlan Financial Group bought 16 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2020, an estimated $617.
Xtrackers USD High Yield Corporate Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #344 holding.
LifePlan Financial Group first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 5 quarters since.
182 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2020.

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