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LifePlan Financial Group’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

LifePlan Financial Group’s Portfolio IBND Stock Details IBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$90K Sell
2,540
-139
-5% -$4.93K 0.04% 197
2020
Q2 		$90K Hold
2,679
– – 0.04% 188
2020
Q1 		$83K Sell
2,679
-360
-12% -$11.9K 0.04% 180
2019
Q4 		$104K Sell
3,039
-7,709
-72% -$260K 0.05% 180
2019
Q3 		$358K Buy
10,748
+50
+0.5% +$1.69K 0.17% 99
2019
Q2 		$366K Sell
10,698
-1,270
-11% -$42.4K 0.18% 89
2019
Q1 		$397K Sell
11,968
-1,640
-12% -$54.3K 0.21% 78
2018
Q4 		$448K Buy
13,608
+224
+2% +$7.34K 0.28% 62
2018
Q3 		$450K Sell
13,384
-4,520
-25% -$152K 0.24% 70
2018
Q2 		$606K Sell
17,904
-1,180
-6% -$40.9K 0.34% 53
2018
Q1 		$687K Buy
19,084
+2,611
+16% +$93.9K 0.4% 48
2017
Q4 		$569K Hold
16,473
– – 0.36% 53
2017
Q3 		$569K Sell
16,473
-595
-3% -$20.5K 0.36% 53
2017
Q2 		$568K Sell
17,068
-1,125
-6% -$36.4K 0.39% 51
2017
Q1 		$569K Sell
18,193
-2,935
-14% -$91.1K 0.39% 57
2016
Q4 		$652K Sell
21,128
-368
-2% -$11.6K 0.46% 64
2016
Q3 		$718K Sell
21,496
-1,423
-6% -$47.3K 0.49% 47
2016
Q2 		$746K Buy
22,919
+484
+2% +$15.9K 0.51% 44
2016
Q1 		$737K Sell
22,435
-185
-0.8% -$5.81K 0.52% 44
2015
Q4 		$697K Sell
22,620
-644
-3% -$20K 0.5% 43
2015
Q3 		$729K Sell
23,264
-4,755
-17% -$150K 0.53% 41
2015
Q2 		$879K Sell
28,019
-28,870
-51% -$913K 0.59% 44
2015
Q1 		$1.77M Sell
56,889
-4,113
-7% -$133K 1.18% 22
2014
Q4 		$2.1M Buy
61,002
+9,173
+18% +$322K 1.39% 23
2014
Q3 		$1.83M Sell
51,829
-3,177
-6% -$117K 1.55% 20
2014
Q2 		$2.08M Buy
55,006
+4,466
+9% +$168K 1.48% 20
2014
Q1 		$1.89M Buy
50,540
+7,367
+17% +$272K 1.5% 19
2013
Q4 		$1.58M Buy
43,173
+5,589
+15% +$203K 1.08% 21
2013
Q3 		$1.36M Buy
37,584
+37,368
+17,300% +$1.31M 1.1% 17
2013
Q2 		$7K Buy
+216
New +$7.56K 0.01% 128

Other funds holding IBND

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LifePlan Financial Group reduced its State Street SPDR Bloomberg International Corporate Bond ETF (IBND) stake by 5.2% in Q3 2020, selling an estimated $4.93K and leaving 2,540 shares worth $90K. The position accounts for 0.04% of the portfolio, ranked #197.

LifePlan Financial Group first reported a position in IBND in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.1M in Q4 2014. 71 funds tracked by Wall St. Rank hold IBND as of Q3 2020.

  • LifePlan Financial Group held 2,540 shares of State Street SPDR Bloomberg International Corporate Bond ETF worth $90K as of Q3 2020.
  • LifePlan Financial Group sold 139 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q3 2020, an estimated $4.93K.
  • State Street SPDR Bloomberg International Corporate Bond ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #197 holding.
  • LifePlan Financial Group first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $2.1M in Q4 2014.
  • 71 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q3 2020.

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